Q2 2026 13F · SEC CIK 2056079

Spurstone Advisory Services, LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.3M
Reported positions: 99
Holdings vs S&P 500, 3 yrs: —
Assets under management: $192.1M

Spurstone Advisory Services, LLC is a wealth manager that reported 99 positions worth $7.3M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Apple Inc (AAPL, 19.9%), Rtx Corporation (RTX, 10.6%), State Str Spdr S&p 500 ETF T (SPY, 8.1%).

Spurstone Advisory Services, LLC holdings largest 50 of 99 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Spurstone Advisory Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	19.9%	21.8%	4,954	-1.3%	$1.5M
RTXRtx Corporation	10.6%	14.2%	4,038	-6.0%	$774K
SPYState Str Spdr S&p 500 ETF T	8.1%	6.6%	792	+34.0%	$591K
HCAHca Healthcare Inc	6.5%	9.6%	1,212	+2.4%	$477K
XOMExxon Mobil Corp	6.3%	9.0%	3,398	+9.7%	$463K
PANWPalo Alto Networks Inc	5.8%	3.3%	1,200	+0.0%	$422K
FTNTFortinet Inc	5.4%	3.5%	2,500	+0.0%	$397K
CRWDCrowdstrike Hldgs Inc	5.1%	1.2%	482	+166.3%	$372K
UPSUnited Parcel Svcs Inc	4.8%	6.2%	3,182	-13.8%	$349K
CVXChevron Corporation	4.6%	7.2%	2,020	+0.0%	$335K
TRVTravelers Companies Inc	2.7%	3.0%	596	+0.0%	$199K
PFEPfizer Inc	2.4%	3.5%	7,344	+0.0%	$175K
CATCaterpillar Inc	1.4%	—	100	—	$99K
LUMNLumen Technologies Inc	1.2%	—	12,470	—	$89K
WBSWebster Finl Corp	1.2%	1.3%	1,104	+0.0%	$85K
AMZNAmazon Com Inc	0.9%	1.4%	266	-31.1%	$64K
RCLRoyal Caribbean Group	0.8%	0.9%	200	+0.0%	$61K
PNFPPinnacle Finl Partners Inc	0.8%	0.5%	585	+58.5%	$59K
SSentinelone Inc	0.8%	—	3,300	—	$58K
QCOMQualcomm Inc	0.8%	0.7%	306	+0.0%	$56K
MRVLMarvell Technology Inc	0.7%	—	200	—	$54K
IBITIshares Bitcoin Trust ETF	0.7%	1.0%	1,585	+0.0%	$54K
FFord Mtr Co	0.7%	—	3,950	—	$54K
MRKMerck & Co Inc	0.6%	0.8%	374	+0.0%	$47K
BACBank of Amer Corp	0.6%	0.7%	780	+0.0%	$46K
NENoble Corp PLC	0.6%	—	1,200	—	$44K
HIGHartford Insurance Group Inc	0.5%	0.7%	300	+0.0%	$40K
GOOGLAlphabet Inc	0.4%	—	90	—	$33K
LYFTLyft Inc	0.4%	0.5%	1,975	+0.0%	$29K
NVDANvidia Corporation	0.4%	0.2%	140	+154.5%	$28K
HHHHoward Hughes Holdings Inc	0.3%	—	350	—	$25K
CIThe Cigna Group	0.3%	—	76	—	$21K
AEPAmerican Elec Pwr Co Inc	0.3%	0.3%	138	+0.0%	$19K
JOBYJoby Aviation Inc	0.2%	—	2,000	—	$18K
TSLATesla Inc	0.2%	—	40	—	$17K
UBERUber Technologies Inc	0.2%	0.2%	225	+80.0%	$16K
QSQuantumscape Corp	0.2%	0.2%	1,950	+0.0%	$15K
VTRSViatris Inc	0.2%	0.2%	911	+0.0%	$15K
MOAltria Group Inc	0.2%	—	200	—	$14K
WENWendys Co	0.2%	—	1,500	—	$13K
MPMp Materials Corp	0.1%	—	200	—	$11K
CARRCarrier Global Corporation	0.1%	0.0%	138	+170.6%	$10K
ACHRArcher Aviation Inc	0.1%	—	2,000	—	$10K
CRCrane Company	0.1%	0.1%	40	+0.0%	$9K
VTEBVanguard Mun Bd Fds	0.1%	—	141	—	$7K
SMCISuper Micro Computer Inc	0.1%	—	250	—	$7K
KHCKraft Heinz Co	0.1%	—	250	—	$6K
VTVVanguard Index Fds	0.1%	0.0%	28	+154.5%	$6K
MUBIshares Tr	0.1%	0.1%	55	+57.1%	$6K
SCHGSchwab Strategic Tr	0.1%	0.0%	146	+52.1%	$5K

What Spurstone Advisory Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

CARR Carrier Global Corporation+170.6% shares
CRWD Crowdstrike Hldgs Inc+166.3% shares
NVDA Nvidia Corporation+154.5% shares
VTV Vanguard Index Fds+154.5% shares
UBER Uber Technologies Inc+80.0% shares
PNFP Pinnacle Finl Partners Inc+58.5% shares
MUB Ishares Tr+57.1% shares
SCHG Schwab Strategic Tr+52.1% shares

Reduced

Left the top 50

QQQ Invesco Qqq Trwas 0.2%
SWK Stanley Black & Decker Incwas 0.1%
PSX Phillips 66was 0.1%
IVV Ishares Trwas 0.1%
CRM Salesforce Incwas 0.1%
MSFT Microsoft Corpwas 0.1%
AVGO Broadcom Incwas 0.1%
SPYG State Street Spdr Portfolio S&p 500 Growwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +35.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$7.3M	99
Q1 2026	$5.8M	76
Q4 2025	$6.4M	97
Q3 2025	$7.0M	115
Q2 2025	$6.6M	139
Q1 2025	$5.1M	104
Q4 2024	$5.3M	76

Questions about Spurstone Advisory Services, LLC's portfolio

What stocks does Spurstone Advisory Services, LLC own?

Spurstone Advisory Services, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 99 positions worth $7.3M. The largest are Apple Inc (AAPL) at 19.9%, Rtx Corporation (RTX) at 10.6%, State Str Spdr S&p 500 ETF T (SPY) at 8.1%, Hca Healthcare Inc (HCA) at 6.5% and Exxon Mobil Corp (XOM) at 6.3%.

What did Spurstone Advisory Services, LLC buy last quarter?

In Q2 2026, Spurstone Advisory Services, LLC added Carrier Global Corporation (CARR) (+170.6% shares), Crowdstrike Hldgs Inc (CRWD) (+166.3% shares) and Nvidia Corporation (NVDA) (+154.5% shares), compared with its Q1 2026 filing.

What did Spurstone Advisory Services, LLC sell last quarter?

In Q2 2026, Spurstone Advisory Services, LLC cut from its top 50 Invesco Qqq Tr (QQQ), cut from its top 50 Stanley Black & Decker Inc (SWK), cut from its top 50 Phillips 66 (PSX), cut from its top 50 Ishares Tr (IVV), cut from its top 50 Salesforce Inc (CRM), Amazon Com Inc (AMZN) (-31.1% shares), United Parcel Svcs Inc (UPS) (-13.8% shares) and Rtx Corporation (RTX) (-6.0% shares), compared with its Q1 2026 filing.

When is Spurstone Advisory Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Spurstone Advisory Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Spurstone Advisory Services, LLC manage?

Spurstone Advisory Services, LLC reported $192.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $7.3M.