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Spurstone Advisory Services

Latest statistics and disclosures from Spurstone Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, RTX, SPY, HCA, XOM, and represent 51.39% of Spurstone Advisory Services's stock portfolio.
Added to shares of these 10 stocks: CRWD, SPY, CAT, LUMN, S, MRVL, F, NE, XOM, GOOGL.
Started 29 new stock positions in SPDW, CAT, GOOGL, VEA, ACHR, JOBY, EFAV, WEN, SCHV, MRVL.
Reduced shares in these 10 stocks: UPS, RTX, AMZN, AAPL, QQQ, SWK, , MSFT, AVGO, VTI.
Sold out of its positions in AVGO, QQQ, MSFT, CRM, SWK, VTI.
Spurstone Advisory Services was a net buyer of stock by $910k.
Spurstone Advisory Services has $7.3M in assets under management (AUM), dropping by 25.33%.
Central Index Key (CIK): 0002056079

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Portfolio Holdings for Spurstone Advisory Services

Spurstone Advisory Services holds 99 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common / Ordinary Stock (AAPL)	19.9	$1.5M		5.0k	294.38	View chart
RTX Corp Common / Ordinary Stock (RTX)	10.6	$774k	-5%	4.0k	191.78	View chart
State Street ETF/USA Exchange Traded Fund (SPY)	8.1	$591k	+34%	792.00	745.76	View chart
HCA Healthcare Common / Ordinary Stock (HCA)	6.5	$477k	+2%	1.2k	393.24	View chart
Exxon Mobil Corp Common / Ordinary Stock (XOM)	6.3	$463k	+9%	3.4k	136.28	View chart
Palo Alto Networks Common / Ordinary Stock (PANW)	5.8	$422k		1.2k	352.04	View chart
Fortinet Common / Ordinary Stock (FTNT)	5.4	$398k		2.5k	158.98	View chart
Crowdstrike Holdings Common / Ordinary Stock (CRWD)	5.1	$373k	+166%	482.00	772.74	View chart
United Parcel Service Common / Ordinary Stock (UPS)	4.8	$349k	-13%	3.2k	109.54	View chart
Chevron Corp Common / Ordinary Stock (CVX)	4.6	$335k		2.0k	165.69	View chart
Travelers Cos Inc/The Common / Ordinary Stock (TRV)	2.7	$199k		596.00	334.62	View chart
Pfizer Common / Ordinary Stock (PFE)	2.4	$175k		7.3k	23.88	View chart
Caterpillar Common / Ordinary Stock (CAT)	1.4	$99k	NEW	100.00	991.41	View chart
Lumen Technologies Common / Ordinary Stock (LUMN)	1.2	$89k	NEW	13k	7.15	View chart
Webster Financial Corp Common / Ordinary Stock (WBS)	1.2	$85k		1.1k	76.63	View chart
Amazon.com Common / Ordinary Stock (AMZN)	0.9	$64k	-31%	266.00	241.70	View chart
Royal Caribbean Cruises Common / Ordinary Stock (RCL)	0.8	$61k		200.00	306.30	View chart
Pinnacle Financial Partners Common / Ordinary Stock (PNFP)	0.8	$59k	+58%	585.00	100.82	View chart
SentinelOne Common / Ordinary Stock (S)	0.8	$58k	NEW	3.3k	17.59	View chart
Qualcomm Common / Ordinary Stock (QCOM)	0.8	$56k		306.00	181.92	View chart
Marvell Technology Common / Ordinary Stock (MRVL)	0.7	$54k	NEW	200.00	272.05	View chart
iShares Trust Exchange Traded Fund (IBIT)	0.7	$54k		1.6k	34.00	View chart
Ford Motor Common / Ordinary Stock (F)	0.7	$54k	+7800%	4.0k	13.64	View chart
Merck & Co Common / Ordinary Stock (MRK)	0.6	$47k		374.00	125.37	View chart
Bank of America Corp Common / Ordinary Stock (BAC)	0.6	$46k		780.00	58.36	View chart
Noble Corp Common / Ordinary Stock (NE)	0.6	$45k	NEW	1.2k	37.08	View chart
Hartford Insurance Group Inc/The Common / Ordinary Stock (HIG)	0.5	$40k		300.00	133.89	View chart
Alphabet Common / Ordinary Stock (GOOGL)	0.4	$33k	NEW	90.00	361.21	View chart
Lyft Common / Ordinary Stock (LYFT)	0.4	$29k		2.0k	14.83	View chart
NVIDIA Corp Common / Ordinary Stock (NVDA)	0.4	$28k	+154%	140.00	197.58	View chart
Howard Hughes Holdings Common / Ordinary Stock (HHH)	0.3	$25k	NEW	350.00	72.53	View chart
Cigna Group/The Common / Ordinary Stock (CI)	0.3	$21k	NEW	76.00	277.07	View chart
American Electric Power Common / Ordinary Stock (AEP)	0.3	$19k		138.00	135.05	View chart
Joby Aviation Common / Ordinary Stock (JOBY)	0.2	$18k	NEW	2.0k	8.84	View chart
Tesla Common / Ordinary Stock (TSLA)	0.2	$17k	NEW	40.00	425.30	View chart
Uber Technologies Common / Ordinary Stock (UBER)	0.2	$16k	+80%	225.00	72.66	View chart
Quantumscape CORP Common / Ordinary Stock (QS)	0.2	$15k		2.0k	7.61	View chart
Viatris Common / Ordinary Stock (VTRS)	0.2	$15k		911.00	16.18	View chart
Altria Group Common / Ordinary Stock (MO)	0.2	$14k	NEW	200.00	71.54	View chart
Wendy's Co/The Common / Ordinary Stock (WEN)	0.2	$13k	NEW	1.5k	8.94	View chart
MP Materials Corp Common / Ordinary Stock (MP)	0.1	$11k	NEW	200.00	54.28	View chart
Carrier Global Corp Common / Ordinary Stock (CARR)	0.1	$9.9k	+170%	138.00	72.07	View chart
Archer Aviation Common / Ordinary Stock (ACHR)	0.1	$9.8k	NEW	2.0k	4.92	View chart
Crane Common / Ordinary Stock (CR)	0.1	$8.8k		40.00	219.80	View chart
Vanguard Group Inc/The Exchange Traded Fund (VTEB)	0.1	$7.1k	+2720%	141.00	50.47	View chart
Super Micro Computer Common / Ordinary Stock (SMCI)	0.1	$6.9k	NEW	250.00	27.65	View chart
Kraft Heinz Co/The Common / Ordinary Stock (KHC)	0.1	$6.3k	NEW	250.00	25.01	View chart
Vanguard Group Inc/The Exchange Traded Fund (VTV)	0.1	$6.1k	+154%	28.00	217.39	View chart
Ishares/usa Exchange Traded Fund (MUB)	0.1	$5.9k	+57%	55.00	107.35	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHG)	0.1	$5.0k	+52%	146.00	34.11	View chart
Otis Worldwide Corp Common / Ordinary Stock (OTIS)	0.1	$4.8k	+172%	68.00	70.65	View chart
Ishares Exchange Traded Fund (IVV)	0.1	$4.5k		6.00	749.17	View chart
Phillips 66 Common / Ordinary Stock (PSX)	0.1	$4.4k		25.00	174.52	View chart
Spdr Index Shs Fds Exchange Traded Fund (SPDW)	0.1	$4.3k	NEW	86.00	49.76	View chart
Ssga Funds Management Exchange Traded Fund (SPYG)	0.1	$3.7k		31.00	118.45	View chart
Vanguard Group Inc/The Exchange Traded Fund (VUG)	0.0	$3.1k	NEW	36.00	86.17	View chart
Ishares Exchange Traded Fund (IEFA)	0.0	$2.9k	+30%	30.00	96.07	View chart
Ssga Funds Management Exchange Traded Fund (SPYV)	0.0	$2.4k		40.00	61.00	View chart
Spdr Series Trust Exchange Traded Fund (HYMB)	0.0	$2.2k	+112%	85.00	25.32	View chart
Crane NXT Common / Ordinary Stock (CXT)	0.0	$2.1k		40.00	51.95	View chart
BlackRock Fund Advisors Exchange Traded Fund (IWR)	0.0	$1.9k		17.00	110.18	View chart
iShares Exchange Traded Fund (IEMG)	0.0	$1.6k	+233%	20.00	80.65	View chart
Xeris Biopharma Holdings Common / Ordinary Stock (XERS)	0.0	$1.6k		200.00	8.00	View chart
Wisdomtree Tr Exchange Traded Fund (DON)	0.0	$1.5k		26.00	56.46	View chart
Vanguard Etf/usa Exchange Traded Fund (VBR)	0.0	$1.2k	+400%	5.00	242.80	View chart
Vaneck Etf Trust Exchange Traded Fund (HYD)	0.0	$1.1k	NEW	21.00	51.48	View chart
SSgA Funds Management Exchange Traded Fund (MDYG)	0.0	$997.000200		9.00	110.78	View chart
iShares Trust Exchange Traded Fund (IEI)	0.0	$936.000000		8.00	117.00	View chart
Ishares Exchange Traded Fund (IWM)	0.0	$897.999900		3.00	299.33	View chart
American Centy Etf Tr Exchange Traded Fund (AVUV)	0.0	$745.999800		6.00	124.33	View chart
Vanguard Group Inc/The Exchange Traded Fund (VBK)	0.0	$725.000000	+100%	2.00	362.50	View chart
SSgA Funds Management Exchange Traded Fund (SPTS)	0.0	$694.000800		24.00	28.92	View chart
iShares Trust Exchange Traded Fund (ILTB)	0.0	$683.999400		14.00	48.86	View chart
Jp Morgan Investment Management Exchange Traded Fund (JPST)	0.0	$654.999800		13.00	50.38	View chart
Ishares Exchange Traded Fund (IDEV)	0.0	$619.999800	NEW	7.00	88.57	View chart
American Centy Etf Tr Exchange Traded Fund (AVIG)	0.0	$619.999500		15.00	41.33	View chart
BlackRock Fund Advisors Exchange Traded Fund (EMB)	0.0	$576.000000	+100%	6.00	96.00	View chart
Spdr Index Shs Fds Exchange Traded Fund (SPEM)	0.0	$563.999700	NEW	11.00	51.27	View chart
Wisdomtree Tr Exchange Traded Fund (USFR)	0.0	$553.999600		11.00	50.36	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (FIXD)	0.0	$522.000000		12.00	43.50	View chart
Organon & Co Common / Ordinary Stock (OGN)	0.0	$500.998500		37.00	13.54	View chart
Spdr Series Trust Exchange Traded Fund (SLYG)	0.0	$473.000000		4.00	118.25	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHV)	0.0	$446.999800	NEW	13.00	34.38	View chart
Wisdomtree Tr Exchange Traded Fund (AGGY)	0.0	$434.000000		10.00	43.40	View chart
Vanguard Group Inc/The Exchange Traded Fund (VEA)	0.0	$421.999800	NEW	6.00	70.33	View chart
Vaneck Etf Trust Exchange Traded Fund (EMLC)	0.0	$406.000000	+45%	16.00	25.38	View chart
First Tr Exchange-traded Exchange Traded Fund (LMBS)	0.0	$397.000000		8.00	49.62	View chart
Ishares Trust Exchange Traded Fund (USMV)	0.0	$388.000000	NEW	4.00	97.00	View chart
Eldridge Investment Advisors Exchange Traded Fund (CLOZ)	0.0	$370.000400		14.00	26.43	View chart
Eldridge Investment Advisors Exchange Traded Fund (CLOX)	0.0	$333.000200		13.00	25.62	View chart
Spdr Series Trust Exchange Traded Fund (EBND)	0.0	$332.000000	NEW	16.00	20.75	View chart
Ishares Trust Exchange Traded Fund (EFAV)	0.0	$261.999900	NEW	3.00	87.33	View chart
Ishares Trust Exchange Traded Fund (IWN)	0.0	$222.000000	NEW	1.00	222.00	View chart
First Tr Exchange-traded Exchange Traded Fund (KNG)	0.0	$203.000000		4.00	50.75	View chart
Spdr Series Trust Exchange Traded Fund (SPMB)	0.0	$177.000000		8.00	22.12	View chart
Vanguard Group Inc/The Exchange Traded Fund (VWOB)	0.0	$134.000000	NEW	2.00	67.00	View chart
SSgA Funds Management Exchange Traded Fund (HYBL)	0.0	$111.000000		4.00	27.75	View chart
BlackRock Fund Advisors Exchange Traded Fund (CMBS)	0.0	$97.000000		2.00	48.50	View chart
Invesco ETFs Exchange Traded Fund (IDLV)	0.0	$34.000000	NEW	1.00	34.00	View chart

Past Filings by Spurstone Advisory Services

SEC 13F filings are viewable for Spurstone Advisory Services going back to 2025

Spurstone Advisory Services 2026 Q2 filed Aug. 10, 2026
Spurstone Advisory Services 2026 Q1 filed April 28, 2026
Spurstone Advisory Services 2025 Q4 filed Jan. 29, 2026
Spurstone Advisory Services 2025 Q3 filed Nov. 6, 2025
Spurstone Advisory Services 2025 Q2 filed Aug. 6, 2025
Spurstone Advisory Services 2025 Q1 filed May 12, 2025

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