Courage Miller Partners, LLC

Q2 2026 13F-HR Holdings

Location
Norfolk, VA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$379,015
Net value change ($000)
+24,777 (7.0%)
New positions
0
Sold out positions
5
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHX 6,459 14.5%
SCHWAB STRATEGIC TRUST 3,299 10.7%
SCHM 2,541 17.8%
SCHA 2,362 22.3%
RSP 1,466 12.5%
SCHG 1,319 16.4%
SCHV 1,065 12.9%
SCHH 1,064 9.5%
ISTB 1,058 3.8%
IGSB 904 3.8%
Top Reduces (Value $000, Stocks/ETFs)
GLTR -1,576 -16.0%
GLD -1,377 -100.0%
GDX -959 -100.0%
BRK-B -735 -56.0%
SPUS -391 -100.0%
XOM -351 -19.7%
IGE -340 -9.8%
RSPG -300 -13.0%
UMMA -297 -100.0%
CVX -230 -100.0%
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