Courage Miller Partners, LLC

Q3 2026 13F-HR Holdings

Location
Norfolk, VA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$378,878
Net value change ($000)
-137 (-0.0%)
New positions
9
Sold out positions
2
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 1,675 NEW
GLD 1,219 NEW
GDX 918 NEW
SCHG 465 5.0%
BRK-B 438 75.8%
AAPL 357 15.1%
IGE 357 11.4%
SCHD 338 2.3%
SCHC 305 3.8%
GLTR 290 3.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,434 -100.0%
SCHA -1,248 -9.6%
SCHM -1,237 -7.4%
SCHH -812 -6.6%
BND -379 -2.0%
SCHV -369 -4.0%
SCHWAB STRATEGIC TRUST -357 -1.0%
VO -322 -100.0%
AOA -232 -37.3%
MDYG -231 -6.8%
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