Courage Miller Partners, LLC

Q3 2025 13F-HR Holdings

Location
Norfolk, VA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
85
Total value ($000)
$333,548
Net value change ($000)
+18,138 (5.8%)
New positions
1
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IGSB 2,282 11.0%
ISTB 2,060 8.3%
BND 1,918 11.4%
SCHX 1,914 4.2%
SCHO 1,755 9.9%
SCHD 1,024 8.7%
SCHA 887 9.3%
SCHH 866 8.5%
SCHM 746 5.8%
RSP 688 6.5%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -803 -58.0%
GLD -531 -100.0%
ISRG -238 -100.0%
IMCG -136 -6.6%
VEU -91 -19.3%
ISCG -84 -12.3%
COST -61 -6.8%
EEM -57 -14.6%
IEMG -39 -6.9%
ISCV -30 -4.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type