COURAGE MILLER PARTNERS LLC
Q3 2026 Form 13-F
NORFOLK, VIRGINIA
CIK 0001482106
· CRD 147360
· SEC-registered investment adviser
$378.9M Reported Value Total
COURAGE MILLER PARTNERS, LLC reports 840 total accounts under management (AUM). There are 787 discretionary accounts valued at $434,421,762, and 53 non-discretionary accounts valued at $46,230,051.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-30
Reported value
$378.9M
Quarter over quarter
-1.3%
Holdings
94
Top-10 concentration
61.6%
Key People
Form ADV owners & control persons
Ralph Mark Courage
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER
Jeffrey Samuel Miller
MANAGING MEMBER
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 21, 2026 |
| Form | 13F-HR |
| Reported value | $378.9M |
| Positions | 94 |
| Change in reported value | 0.0% |
| New positions | 9 |
| Exited positions | 2 |
| Position turnover | 11.5% |
| Top-10 concentration | 61.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 21, 2026
|
94 | $378.9M |
|
Q2 2026 13F
Filed Jul 23, 2026
|
87 | $379.0M |
|
Q1 2026 13F
Filed Apr 27, 2026
|
92 | $354.2M |
|
Q4 2025 13F
Filed Jan 26, 2026
|
84 | $332.1M |
|
Q3 2025 13F
Filed Oct 22, 2025
|
85 | $333.5M |
|
Q2 2025 13F
Filed Jul 25, 2025
|
86 | $315.4M |
|
Q1 2025 13F
Filed Apr 29, 2025
|
82 | $295.2M |
|
Q4 2024 13F
Filed Jan 17, 2025
|
80 | $292.1M |
|
Q3 2024 13F
Filed Oct 21, 2024
|
81 | $297.5M |
|
Q2 2024 13F
Filed Jul 25, 2024
|
78 | $278.0M |
|
Q1 2024 13F
Filed Apr 16, 2024
|
85 | $289.2M |
|
Q4 2023 13F
Filed Jan 19, 2024
|
75 | $264.3M |
|
Q3 2023 13F
Filed Oct 16, 2023
|
74 | $243.8M |
|
Q2 2023 13F
Filed Jul 20, 2023
|
76 | $240.0M |
|
Q1 2023 13F
Filed Apr 24, 2023
|
74 | $236.2M |
|
Q4 2022 13F
Filed Jan 30, 2023
|
70 | $217.1M |
|
Q3 2022 13F
Filed Oct 19, 2022
|
67 | $198.4M |
|
Q2 2022 13F
Filed Jul 18, 2022
|
70 | $210.6M |
|
Q1 2022 13F
Filed May 6, 2022
|
76 | $251.9M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
85 | $264.3M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHX SCHWAB STRATEGIC TR | $51.2M | 13.5% |
| 2 | SCHF SCHWAB STRATEGIC TR | $33.7M | 8.89% |
| 3 | ISTB ISHARES TR | $28.7M | 7.57% |
| 4 | IGSB ISHARES TR | $24.5M | 6.46% |
| 5 | SCHO SCHWAB STRATEGIC TR | $20.7M | 5.47% |
| 6 | BND VANGUARD BD INDEX FDS | $18.9M | 4.98% |
| 7 | SCHM SCHWAB STRATEGIC TR | $15.5M | 4.1% |
| 8 | SCHD SCHWAB STRATEGIC TR | $15.2M | 4.01% |
| 9 | RSP INVESCO EXCHANGE TRADED FD T | $13.3M | 3.51% |
| 10 | SCHA SCHWAB STRATEGIC TR | $11.7M | 3.09% |
| 11 | SCHH SCHWAB STRATEGIC TR | $11.5M | 3.03% |
| 12 | SCHG SCHWAB STRATEGIC TR | $9.8M | 2.59% |
| 13 | VWO VANGUARD INTL EQUITY INDEX F | $9.2M | 2.42% |
| 14 | SCHV SCHWAB STRATEGIC TR | $9.0M | 2.37% |
| 15 | GLTR ABRDN PRECIOUS METALS BASKET | $8.6M | 2.27% |
| 16 | SCHC SCHWAB STRATEGIC TR | $8.4M | 2.22% |
| 17 | SCHE SCHWAB STRATEGIC TR | $7.6M | 2.01% |
| 18 | CWI SPDR INDEX SHS FDS | $7.5M | 1.99% |
| 19 | BSV VANGUARD BD INDEX FDS | $4.3M | 1.14% |
| 20 | IGE ISHARES TR | $3.5M | 0.92% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.