Spurstone Advisory Services, LLC
All 13F Filings
- Location
- Higganum, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 7,322
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 99 | 7,322 | 13F-HR | Spurstone Advisory Services, LLC |
| Q1 2026 | 4/28/2026 | 76 | 5,842 | 13F-HR | Spurstone Advisory Services, LLC |
| Q4 2025 | 1/29/2026 | 97 | 6,358 | 13F-HR | Spurstone Advisory Services, LLC |
| Q3 2025 | 11/6/2025 | 115 | 6,972 | 13F-HR | Spurstone Advisory Services, LLC |
| Q2 2025 | 8/6/2025 | 140 | 6,597 | 13F-HR | Spurstone Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.607 K | 90.3% | 1.257 K | 0 | 1.257 K |
| ETFs | 712 | 9.7% | 221 | 0 | 221 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
7,322
Holdings
99
QoQ value change ($000)
1,480
(25.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.