13F Filings History of Spurstone Advisory Services, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$6,357,771
Signature - Title
Timothy Golas - Chief Compliance Officer
Location
Higganum, CT
Summary
This page shows a list of all the recent 13F filings made by Spurstone Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spurstone Advisory Services, LLC reported 97 stock holdings with total value $6,357,771 as of Q4 2025. Top holdings included AAPL, RTX, HCA, XOM, and SPY.

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Holdings Value

List of Other Managers Reporting for Spurstone Advisory Services, LLC:

Name Holdings Value Location File Number
SEI INVESTMENTS CO $101,309,363,906 Oaks, PA 028-16454
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 97 $6,357,771 +$110,431 -$998,451 -$888,020 AAPL, RTX, HCA, XOM, SPY 13F-HR 29 Jan 2026, 12:19
Q3 2025 115 $6,971,929 +$1,433,044 -$1,526,913 -$93,869 AAPL, RTX, HCA, SPY, XOM 13F-HR 06 Nov 2025, 14:53
Q2 2025 139 $6,597,425 +$1,844,856 -$389,134 +$1,455,722 AAPL, HCA, XOM, RTX, UPS 13F-HR 06 Aug 2025, 11:10
Q1 2025 104 $5,139,288 +$1,042,875 -$1,045,190 -$2,315 AAPL, XOM, UPS, CVX, RTX 13F-HR 12 May 2025, 13:27
Q4 2024 76 $5,251,728 $0 $0 $0 AAPL, FTNT, XOM, SPY, CVX 13F-HR 14 Feb 2025, 09:35