Courage Miller Partners, LLC

Q4 2025 13F-HR Holdings

Location
Norfolk, VA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$332,082
Net value change ($000)
-1,466 (-0.4%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 317 21.4%
SCHD 263 2.0%
RSP 145 1.3%
IGE 131 4.9%
VOO 103 45.4%
LLY 101 40.7%
SCHWAB STRATEGIC TRUST 99 0.3%
IGSB 99 0.4%
SCHM 87 0.6%
XOM 81 6.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -530 -1.1%
SCHE -410 -5.7%
VWO -344 -4.0%
AMZN -285 -16.5%
SCHG -221 -2.4%
BND -220 -1.2%
SCHB -208 -100.0%
SCHC -205 -2.6%
SCHH -190 -1.7%
IMCG -135 -7.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type