Courage Miller Partners, LLC 13F Portfolio

CIK 1482106 Filing since Q1 2014 Q3 2026 filed Oct 21, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 21, 2026.

Portfolio Snapshot

21 positions · Q3 2026

Courage Miller Partners, LLC reported 21 positions worth $25.11M for the quarter ended Sep 30, 2026, up 13.5% on the prior quarter. It opened 4 new positions, added to 4, trimmed 1 and exited 0. Its largest holding is abrdn Precious Metals Basket ETF Trust at 34.2% of the portfolio.

Portfolio Value
$25.11M
+13.5% QoQ · +109.4% YoY
Positions
21
4 new · 0 sold out
Top 10 Concentration
86.3%
of portfolio value
Largest Position
GLTR 34.2%
abrdn Precious Metals Basket ETF Trust
Net Buying
+$2.34M
$2.37M bought · $31.57K sold
Turnover
0.1%
of the portfolio traded
Top Sector
Others
34.2% of value
Track Record
49
quarters on file since Q1 2014

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

8 sectors
34.19%
Others
Other34.19%
Technology22.78%
Financial Services11.31%
Industrials10.39%
Energy7.57%
Consumer Discretionary7.01%
Consumer Staples4.44%
Healthcare2.32%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

OtherTechnologyFinancial ServicesIndustrialsEnergyConsumer DiscretionaryConsumer StaplesHealthcareReal EstateUtilitiesCommunication ServicesBasic Materials

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
GLD Spdr Gold Trust +3,201 – $1.22M 4.85%
BRK-B Berkshire Hathaway Inc +885 +76.6% $440.69K 4.05%
NVDA Nvidia Corp +995 – $227.27K 0.905%
CVX Chevron Corp +1,110 – $226.67K 0.903%
ABBV AbbVie Inc. +790 – $206.66K 0.823%
GLTR abrdn Precious Metals Basket ETF Trust +288 +0.6% $53.65K 34.19%
MSFT Microsoft Corp +1 +0.2% $512.58 1.2%
AAPL Apple Inc. +1 +0.0% $333.01 10.85%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
XOM ExxonMobil Holdings Corp -194 -1.9% $31.57K 6.67%

New Positions

Q3 2026
Holding Shares Trade Value Weight
GLD Spdr Gold Trust +3,201 $1.22M 4.85%
NVDA Nvidia Corp +995 $227.27K 0.905%
CVX Chevron Corp +1,110 $226.67K 0.903%
ABBV AbbVie Inc. +790 $206.66K 0.823%

Closed Positions

Q3 2026

No positions were closed this quarter.

Holdings · Q3 2026

21 Positions

As ofSep 30, 2026
Value$25.11M
Top 1086.3%
Avg position$1.20M
# Activity
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Showing 1–15 of 21 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Courage Miller Partners.

About Courage Miller Partners, LLC’s 13F Portfolio

What are Courage Miller Partners, LLC’s largest holdings?

As of its Q3 2026 13F filing, Courage Miller Partners, LLC’s five largest positions were abrdn Precious Metals Basket ETF Trust (GLTR) at 34.2%, Apple Inc. (AAPL) at 10.8%, Alphabet Inc. (GOOGL) at 7.9%, ExxonMobil Holdings Corp (XOM) at 6.7%, Amazon Com Inc (AMZN) at 6.2% of the reported portfolio.

How much is Courage Miller Partners, LLC’s portfolio worth?

Courage Miller Partners, LLC reported a 13F portfolio worth $25.11M across 21 positions for Q3 2026. That is up 13.5% from the previous quarter.

What did Courage Miller Partners, LLC buy in Q3 2026?

Its largest purchases by value were Spdr Gold Trust ($1.22M), Berkshire Hathaway Inc ($440.69K), Nvidia Corp ($227.27K). It opened 4 new positions.

What did Courage Miller Partners, LLC sell in Q3 2026?

Its largest sales by value were ExxonMobil Holdings Corp ($31.57K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Courage Miller Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.