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Disclosery

13F-HR filed by Spurstone Advisory Services, LLC

Spurstone Advisory Services, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-28, with 76 holding rows worth $5,842,208.

Accession
0002056079-26-000002
Filer
CIK 2056079
Filed
2026-04-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A combination report, 76 entries on the cover page, a total value of $5,842,208 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,842,208 with VALUE read as dollars as filed, 13F file number 028-25156. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM5,021$1,274,279dollars as filed
Raytheon Technologies Corporation75513E101COM4,295$828,506dollars as filed
HCA Healthcare Inc40412C101COM1,184$560,316dollars as filed
EXXON MOBIL CORP30231G102COM3,098$525,606dollars as filed
Chevron Corporation166764100COM2,020$417,938dollars as filed
SPY78462F103SHS591$384,353dollars as filed
United Parcel Service,Inc. Class B911312106COM3,692$363,219dollars as filed
Pfizer Inc.717081103COM7,344$206,220dollars as filed
FORTINET INC COM34959E109Stock2,500$204,300dollars as filed
PALO ALTO NETWORKS INC697435105COM1,200$192,384dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock596$173,841dollars as filed
Amazon.com, Inc023135106COM386$80,392dollars as filed
WEBSTER FINL CORP947890109COM1,104$76,640dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM181$70,665dollars as filed
IShares Bitcoin Trust Registered46438F101SHS1,585$60,896dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock200$55,036dollars as filed
Merck & Co.,Inc.58933Y105COM374$44,989dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock300$40,569dollars as filed
Qualcomm Incorporated747525103COM306$39,407dollars as filed
Bank of America Corp060505104COM780$38,025dollars as filed
PINNACLE FINL PARTNERS INC72348N109COM369$31,786dollars as filed
LYFT INC55087P104CL A COM1,975$26,268dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock138$18,089dollars as filed
QUANTUMSCAPE CORP COM CL A74767V109Stock1,950$12,441dollars as filed
VIATRIS INC COM92556V106Stock911$12,308dollars as filed
INVESCO QQQ TR46090E103COM19$10,966dollars as filed
NVIDIA Corp67066G104COM55$9,592dollars as filed
Uber Technologies90353T100COM125$8,991dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock100$7,106dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock40$6,840dollars as filed
PHILLIPS 66 COM718546104Stock25$4,555dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS6$3,919dollars as filed
Salesforce.com, Inc79466L302COM20$3,733dollars as filed
ISHARES TR464288414NATIONAL MUN ETF35$3,715dollars as filed
Microsoft Corp594918104COM10$3,702dollars as filed
Broadcom Inc.11135F101COM11$3,405dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS31$3,035dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock51$2,872dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS96$2,796dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL40$2,263dollars as filed
Vanguard Value ETF922908744SHS11$2,158dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS23$2,082dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock25$1,927dollars as filed
iShares Russell Midcap ETF464287499SHS17$1,653dollars as filed
CRANE NXT CO224441105COM40$1,624dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID26$1,366dollars as filed
VTI922908769COM4$1,283dollars as filed
XERIS BIOPHARMA HOLDINGS INC98422E103COM200$1,160dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH40$992dollars as filed
ISHARES TR4642886613 7 YR TREAS BD8$949dollars as filed
SPDR SER TR78464A821S&P 400 MDCP GRW9$864dollars as filed
iShares Russell 2000 ETF464287655SHS3$744dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR24$700dollars as filed
ISHARES TR464289479CORE LT USDB ETF14$686dollars as filed
Avantis US Small Cap Value ETF025072877SHS6$663dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF13$658dollars as filed
AMERICAN CENTY ETF TR025072562AVANTIS CORE FI15$623dollars as filed
FORD MTR CO COM345370860Stock50$577dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA11$554dollars as filed
FIRST TRUST TCW OPPORTUNISTIC33740F805TCW OPPORTUNIS12$523dollars as filed
WISDOMTREE TR97717X511YIELD ENHANCD US10$435dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS6$419dollars as filed
FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q200ETF8$398dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO4$386dollars as filed
SERIES PORTFOLIOS TR81752T528ELDRIDGE BBB B14$359dollars as filed
SERIES PORTFOLIOS TR81752T486ELDRIDGE AAA CLO13$332dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1$302dollars as filed
ISHARES TR464288281JPMORGAN USD EMG3$282dollars as filed
VANECK ETF TRUST92189H300JP MRGAN EM LOC11$276dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF5$249dollars as filed
ORGANON & CO COMMON STOCK68622V106Stock37$222dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1$217dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 5004$195dollars as filed
SPDR Portfolio Mortgage Backed Bond ETF78464A383SHS8$179dollars as filed
SSGA ACTIVE TR78470P846SPDR BLACKSTONE4$111dollars as filed
ISHARES CMBS ETF46429B366CMBS ETF2$97dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002056079-26-000002this filing2026-04-28acceptance time not in the bulk data set