Spurstone Advisory Services, LLC - Portfolio Stock Holdings
Spurstone Advisory Services, LLC disclosed 105 stock positions in a recent SEC 13F filing. $6,525,316 of stock holdings were filed, with the largest holdings including AAPL, RTX, and SPY. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $192,115,319 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
105Est. Stock Holding Value:
$6,525,316Top Stock Holdings By Sector
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Portfolio Stock Holdings - Spurstone Advisory Services, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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