Courage Miller Partners, LLC

Q1 2026 13F-HR Holdings

Location
Norfolk, VA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$354,238
Net value change ($000)
+22,156 (6.7%)
New positions
9
Sold out positions
1
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GLTR 9,871 NEW
RSPG 2,305 NEW
RSPM 1,985 NEW
GLD 1,377 NEW
SCHD 1,283 9.8%
GDX 959 NEW
BRK-B 732 126.0%
ISTB 704 2.6%
IGE 677 24.3%
SCHWAB STRATEGIC TRUST 674 2.2%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -2,469 -5.3%
SCHG -910 -10.2%
IXUS -415 -35.3%
SPGI -239 -100.0%
GOOGL -146 -8.1%
AMZN -141 -9.8%
IVV -140 -4.6%
AAPL -79 -3.7%
VTI -75 -4.3%
MSFT -66 -23.4%
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