Courage Miller Partners, LLC has filed its Form 13F-HR, disclosing the firm's equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Managing Member and Chief Compliance Officer Ralph Courage, lists 94 total holdings.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including the iShares Core U.S. Aggregate Bond ETF, which is listed with 607,233 shares. Other significant ETF positions include the iShares Core S&P 500 ETF (333,026 shares) and the iShares Core MSCI Total International Stock ETF (833,442 shares). The firm also holds substantial positions in Schwab Strategic Trust ETFs, such as the International Equity ETF (33,667,643 shares) and the International Small Cap Equity ETF (8,409,861 shares).
Among individual equities, the filing lists Berkshire Hathaway Inc. Class B (1,015,818 shares), Exxon Mobil Holdings Corp. (1,674,859 shares), and Union Pacific Corp. (1,411,906 shares). Other notable individual stock positions include AbbVie Inc. (790 shares), Eli Lilly & Co. (325 shares), and McDonald's Corp. (877 shares).