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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, HCA, XOM, CVX, and represent 61.73% of Spurstone Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IBIT, PNFP, AMZN, QQQ, SPY, CRM, MSFT, AVGO, UBER, VTI.
Started 6 new stock positions in IBIT, AVGO, MSFT, VTI, CRM, PNFP.
Reduced shares in these 10 stocks: JNJ, CRWD, XOM, S, , F, NE, NVDA, , GOOGL.
Sold out of its positions in GOOGL, MO, ACHR, DFAU, DFAI, DFAE, DFUS, DFAC, DIHP, DUHP.
Spurstone Advisory Services was a net seller of stock by $-650k.
Spurstone Advisory Services has $5.8M in assets under management (AUM), dropping by -8.11%.
Central Index Key (CIK): 0002056079

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Portfolio Holdings for Spurstone Advisory Services

Spurstone Advisory Services holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common / Ordinary Stock (AAPL)	21.8	$1.3M		5.0k	253.79	View chart
RTX Corp Common / Ordinary Stock (RTX)	14.2	$829k		4.3k	192.90	View chart
HCA Healthcare Common / Ordinary Stock (HCA)	9.6	$560k		1.2k	473.24	View chart
Exxon Mobil Corp Common / Ordinary Stock (XOM)	9.0	$526k	-8%	3.1k	169.66	View chart
Chevron Corp Common / Ordinary Stock (CVX)	7.2	$418k		2.0k	206.90	View chart
State Street ETF/USA Exchange Traded Fund (SPY)	6.6	$384k		591.00	650.34	View chart
United Parcel Service Common / Ordinary Stock (UPS)	6.2	$363k		3.7k	98.38	View chart
Pfizer Common / Ordinary Stock (PFE)	3.5	$206k		7.3k	28.08	View chart
Fortinet Common / Ordinary Stock (FTNT)	3.5	$204k		2.5k	81.72	View chart
Palo Alto Networks Common / Ordinary Stock (PANW)	3.3	$192k		1.2k	160.32	View chart
Travelers Cos Inc/The Common / Ordinary Stock (TRV)	3.0	$174k		596.00	291.68	View chart
Amazon.com Common / Ordinary Stock (AMZN)	1.4	$80k	+5%	386.00	208.27	View chart
Webster Financial Corp Common / Ordinary Stock (WBS)	1.3	$77k		1.1k	69.42	View chart
Crowdstrike Holdings Common / Ordinary Stock (CRWD)	1.2	$71k	-63%	181.00	390.41	View chart
iShares Trust Exchange Traded Fund (IBIT)	1.0	$61k	NEW	1.6k	38.42	View chart
Royal Caribbean Cruises Common / Ordinary Stock (RCL)	0.9	$55k		200.00	275.18	View chart
Merck & Co Common / Ordinary Stock (MRK)	0.8	$45k		374.00	120.29	View chart
Hartford Insurance Group Inc/The Common / Ordinary Stock (HIG)	0.7	$41k		300.00	135.23	View chart
Qualcomm Common / Ordinary Stock (QCOM)	0.7	$39k		306.00	128.78	View chart
Bank of America Corp Common / Ordinary Stock (BAC)	0.7	$38k		780.00	48.75	View chart
Pinnacle Financial Partners Common / Ordinary Stock (PNFP)	0.5	$32k	NEW	369.00	86.14	View chart
Lyft Common / Ordinary Stock (LYFT)	0.4	$26k		2.0k	13.30	View chart
American Electric Power Common / Ordinary Stock (AEP)	0.3	$18k		138.00	131.08	View chart
Quantumscape CORP Common / Ordinary Stock (QS)	0.2	$12k		2.0k	6.38	View chart
Viatris Common / Ordinary Stock (VTRS)	0.2	$12k		911.00	13.51	View chart
Invesco ETFs/USA Exchange Traded Fund (QQQ)	0.2	$11k	+58%	19.00	577.16	View chart
NVIDIA Corp Common / Ordinary Stock (NVDA)	0.2	$9.6k	-77%	55.00	174.40	View chart
Uber Technologies Common / Ordinary Stock (UBER)	0.2	$9.0k	+25%	125.00	71.93	View chart
Stanley Black & Decker Common / Ordinary Stock (SWK)	0.1	$7.1k		100.00	71.06	View chart
Crane Common / Ordinary Stock (CR)	0.1	$6.8k		40.00	171.00	View chart
Phillips 66 Common / Ordinary Stock (PSX)	0.1	$4.6k		25.00	182.20	View chart
Ishares Exchange Traded Fund (IVV)	0.1	$3.9k		6.00	653.17	View chart
Salesforce Common / Ordinary Stock (CRM)	0.1	$3.7k	NEW	20.00	186.65	View chart
Ishares/usa Exchange Traded Fund (MUB)	0.1	$3.7k	-23%	35.00	106.14	View chart
Microsoft Corp Common / Ordinary Stock (MSFT)	0.1	$3.7k	NEW	10.00	370.20	View chart
Broadcom Common / Ordinary Stock (AVGO)	0.1	$3.4k	NEW	11.00	309.55	View chart
Ssga Funds Management Exchange Traded Fund (SPYG)	0.1	$3.0k		31.00	97.90	View chart
Carrier Global Corp Common / Ordinary Stock (CARR)	0.0	$2.9k		51.00	56.31	View chart
Charles Schwab Investment Management Exchange Traded Fund (SCHG)	0.0	$2.8k	-14%	96.00	29.12	View chart
Ssga Funds Management Exchange Traded Fund (SPYV)	0.0	$2.3k		40.00	56.58	View chart
Vanguard Group Inc/The Exchange Traded Fund (VTV)	0.0	$2.2k	-42%	11.00	196.18	View chart
Ishares Exchange Traded Fund (IEFA)	0.0	$2.1k	-32%	23.00	90.52	View chart
Otis Worldwide Corp Common / Ordinary Stock (OTIS)	0.0	$1.9k		25.00	77.08	View chart
BlackRock Fund Advisors Exchange Traded Fund (IWR)	0.0	$1.7k		17.00	97.24	View chart
Crane NXT Common / Ordinary Stock (CXT)	0.0	$1.6k		40.00	40.60	View chart
Wisdomtree Asset Management Exchange Traded Fund (DON)	0.0	$1.4k		26.00	52.54	View chart
Vanguard Etf/usa Exchange Traded Fund (VTI)	0.0	$1.3k	NEW	4.00	320.75	View chart
Xeris Biopharma Holdings Common / Ordinary Stock (XERS)	0.0	$1.2k		200.00	5.80	View chart
State Street Etf/usa Exchange Traded Fund (HYMB)	0.0	$992.000000		40.00	24.80	View chart
iShares Trust Exchange Traded Fund (IEI)	0.0	$949.000000		8.00	118.62	View chart
SSgA Funds Management Exchange Traded Fund (MDYG)	0.0	$864.000000		9.00	96.00	View chart
Ishares Exchange Traded Fund (IWM)	0.0	$744.000000		3.00	248.00	View chart
SSgA Funds Management Exchange Traded Fund (SPTS)	0.0	$700.000800		24.00	29.17	View chart
iShares Trust Exchange Traded Fund (ILTB)	0.0	$686.000000		14.00	49.00	View chart
American Century Investment Management Exchange Traded Fund (AVUV)	0.0	$663.000000		6.00	110.50	View chart
Jp Morgan Investment Management Exchange Traded Fund (JPST)	0.0	$658.000200		13.00	50.62	View chart
American Century Investment Management Exchange Traded Fund (AVIG)	0.0	$622.999500		15.00	41.53	View chart
Ford Motor Common / Ordinary Stock (F)	0.0	$577.000000	-98%	50.00	11.54	View chart
WisdomTree Asset Management Exchange Traded Fund (USFR)	0.0	$553.999600		11.00	50.36	View chart
First Trust Advisors Exchange Traded Fund (FIXD)	0.0	$522.999600		12.00	43.58	View chart
WisdomTree Asset Management Exchange Traded Fund (AGGY)	0.0	$435.000000		10.00	43.50	View chart
iShares Exchange Traded Fund (IEMG)	0.0	$418.999800	-40%	6.00	69.83	View chart
First Trust Advisors Exchange Traded Fund (LMBS)	0.0	$398.000000		8.00	49.75	View chart
SSgA Funds Management Exchange Traded Fund (SLYG)	0.0	$386.000000		4.00	96.50	View chart
Eldridge Investment Advisors Exchange Traded Fund (CLOZ)	0.0	$359.000600		14.00	25.64	View chart
Eldridge Investment Advisors Exchange Traded Fund (CLOX)	0.0	$332.000500		13.00	25.54	View chart
Vanguard Group Inc/The Exchange Traded Fund (VBK)	0.0	$302.000000	-50%	1.00	302.00	View chart
BlackRock Fund Advisors Exchange Traded Fund (EMB)	0.0	$282.000000		3.00	94.00	View chart
Van Eck Associates Corp Exchange Traded Fund (EMLC)	0.0	$275.999900		11.00	25.09	View chart
Vanguard Group Inc/The Exchange Traded Fund (VTEB)	0.0	$249.000000	-84%	5.00	49.80	View chart
Organon & Co Common / Ordinary Stock (OGN)	0.0	$222.000000		37.00	6.00	View chart
Vanguard Etf/usa Exchange Traded Fund (VBR)	0.0	$217.000000	-66%	1.00	217.00	View chart
First Trust Advisors Exchange Traded Fund (KNG)	0.0	$195.000000		4.00	48.75	View chart
SSgA Funds Management Exchange Traded Fund (SPMB)	0.0	$179.000000		8.00	22.38	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

Past Filings by Spurstone Advisory Services

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

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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