DOSSIER · 13F-HR · Q2 2026

Spurstone Advisory Services, LLC

$7M in tracked AUM across 99 positions as of Q2 2026.

SA
CIK 0002056079 · last filed Jun 30, 2026
Total AUM
$7M
as of Q2 2026
Holdings
99
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Spurstone Advisory Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc
$1M5K19.9%
02
RTX
RTX Corp
$774K4K10.6%
03
SPY
State Street ETF/USA
$591K7928.1%
04
HCA
HCA Healthcare Inc
$477K1K6.5%
05
XOM
Exxon Mobil Corp
$463K3K6.3%
06
PANW
Palo Alto Networks Inc
$422K1K5.8%
07
34959E109
Fortinet Inc
$397K3K5.4%
08
CRWD
Crowdstrike Holdings Inc
$372K4825.1%
09
UPS
United Parcel Service Inc
$349K3K4.8%
10
CVX
Chevron Corp
$335K2K4.6%

Filing history

2026Q2Jun 30
$7M 25.3%
99 positionsView →
2026Q1Mar 31
$6M 8.1%
76 positionsView →
2025Q4Dec 31
$6M 179.0%
97 positionsView →
2025Q3Sep 30
$2M 12.7%
65 positionsView →
2025Q2Jun 30
$3M 97.4%
88 positionsLocked
2025Q1Mar 31
$1M 74.8%
52 positionsLocked
2024Q4Dec 31
$5M
76 positionsLocked