Spurstone Advisory Services, LLC

HIGGANUM, CT · CIK 2056079 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHigganum, CT

$7.3m reported value +25.3% vs Q1 2026

99positions

77.0%in top 10

29 new 21 added 4 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	4,954	$1.5m19.92%	19.92%	Reduced -67	-67 -1.3%
2	RTX CORPORATION COM RTX	RTX	4,038	$774.4k10.58%	10.58%	Reduced -257	-257 -6.0%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	792	$590.6k8.07%	8.07%	Added +201	+201 34.0%
4	HCA HEALTHCARE INC COM HCA	HCA	1,212	$476.6k6.51%	6.51%	Added +28	+28 2.4%
5	EXXON MOBIL CORP COM XOM	XOM	3,398	$463.1k6.32%	6.32%	Added +300	+300 9.7%
6	PALO ALTO NETWORKS INC COM PANW	PANW	1,200	$422.4k5.77%	5.77%	Unchanged
7	FORTINET INC COM FTNT	FTNT	2,500	$397.4k5.43%	5.43%	Unchanged
8	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	482	$372.5k5.09%	5.09%	Added +301	+301 166.3%
9	UNITED PARCEL SERVICE INC CL B UPS	UPS	3,182	$348.6k4.76%	4.76%	Reduced -510	-510 -13.8%
10	CHEVRON CORP NEW COM CVX	CVX	2,020	$334.7k4.57%	4.57%	Unchanged
11	TRAVELERS COMPANIES INC COM TRV	TRV	596	$199.4k2.72%	2.72%	Unchanged
12	PFIZER INC COM PFE	PFE	7,344	$175.4k2.40%	2.40%	Unchanged
13	CATERPILLAR INC COM CAT	CAT	100	$99.1k1.35%	1.35%	New
14	LUMEN TECHNOLOGIES INC COM LUMN	LUMN	12,470	$89.2k1.22%	1.22%	New
15	WEBSTER FINL CORP COM WBS	WBS	1,104	$84.6k1.16%	1.16%	Unchanged
16	AMAZON COM INC COM AMZN	AMZN	266	$64.3k0.88%	0.88%	Reduced -120	-120 -31.1%
17	ROYAL CARIBBEAN GROUP COM RCL	RCL	200	$61.3k0.84%	0.84%	Unchanged
18	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	585	$59.0k0.81%	0.81%	Added +216	+216 58.5%
19	SENTINELONE INC CL A S	S	3,300	$58.0k0.79%	0.79%	New
20	QUALCOMM INC COM QCOM	QCOM	306	$55.7k0.76%	0.76%	Unchanged
21	MARVELL TECHNOLOGY INC COM MRVL	MRVL	200	$54.4k0.74%	0.74%	New
22	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	1,585	$53.9k0.74%	0.74%	Unchanged
23	FORD MTR CO COM F	F	3,950	$53.9k0.74%	0.74%	Added +3.9k	+3,900 7800.0%
24	MERCK & CO INC COM MRK	MRK	374	$46.9k0.64%	0.64%	Unchanged
25	BANK AMERICA CORP COM BAC	BAC	780	$45.5k0.62%	0.62%	Unchanged
26	NOBLE CORP PLC ORD SHS A NE	NE	1,200	$44.5k0.61%	0.61%	New
27	HARTFORD INSURANCE GROUP INC COM HIG	HIG	300	$40.2k0.55%	0.55%	Unchanged
28	ALPHABET INC CAP STK CL A GOOGL	GOOGL	90	$32.5k0.44%	0.44%	New
29	LYFT INC CL A COM LYFT	LYFT	1,975	$29.3k0.40%	0.40%	Unchanged
30	NVIDIA CORPORATION COM NVDA	NVDA	140	$27.7k0.38%	0.38%	Added +85	+85 154.6%
31	HOWARD HUGHES HOLDINGS INC COM HHH	HHH	350	$25.4k0.35%	0.35%	New
32	THE CIGNA GROUP COM CI	CI	76	$21.1k0.29%	0.29%	New
33	AMERICAN ELEC PWR CO INC COM AEP	AEP	138	$18.6k0.25%	0.25%	Unchanged
34	JOBY AVIATION INC COMMON STOCK JOBY	JOBY	2,000	$17.7k0.24%	0.24%	New
35	TESLA INC COM TSLA	TSLA	40	$17.0k0.23%	0.23%	New
36	UBER TECHNOLOGIES INC COM UBER	UBER	225	$16.3k0.22%	0.22%	Added +100	+100 80.0%
37	QUANTUMSCAPE CORP COM CL A QS	QS	1,950	$14.8k0.20%	0.20%	Unchanged
38	VIATRIS INC COM VTRS	VTRS	911	$14.7k0.20%	0.20%	Unchanged
39	ALTRIA GROUP INC COM MO	MO	200	$14.3k0.20%	0.20%	New
40	WENDYS CO COM WEN	WEN	1,500	$13.4k0.18%	0.18%	New
41	MP MATERIALS CORP COM CL A MP	MP	200	$10.9k0.15%	0.15%	New
42	CARRIER GLOBAL CORPORATION COM CARR	CARR	138	$9.9k0.14%	0.14%	Added +87	+87 170.6%
43	ARCHER AVIATION INC COM CL A ACHR	ACHR	2,000	$9.8k0.13%	0.13%	New
44	CRANE COMPANY COMMON STOCK CR	CR	40	$8.8k0.12%	0.12%	Unchanged
45	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	141	$7.1k0.10%	0.10%	Added +136	+136 2720.0%
46	SUPER MICRO COMPUTER INC COM NEW SMCI	SMCI	250	$6.9k0.09%	0.09%	New
47	KRAFT HEINZ CO COM KHC	KHC	250	$6.3k0.09%	0.09%	New
48	VANGUARD INDEX FDS VALUE ETF VTV	VTV	28	$6.1k0.08%	0.08%	Added +17	+17 154.6%
49	ISHARES TR NATIONAL MUN ETF MUB	MUB	55	$5.9k0.08%	0.08%	Added +20	+20 57.1%
50	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	146	$5.0k0.07%	0.07%	Added +50	+50 52.1%
51	OTIS WORLDWIDE CORP COM OTIS	OTIS	68	$4.8k0.07%	0.07%	Added +43	+43 172.0%
52	ISHARES TR CORE S&P500 ETF IVV	IVV	6	$4.5k0.06%	0.06%	Unchanged
53	PHILLIPS 66 COM PSX	PSX	25	$4.4k0.06%	0.06%	Unchanged
54	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	86	$4.3k0.06%	0.06%	New
55	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	31	$3.7k0.05%	0.05%	Unchanged
56	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	36	$3.1k0.04%	0.04%	New
57	ISHARES TR CORE MSCI EAFE IEFA	IEFA	30	$2.9k0.04%	0.04%	Added +7	+7 30.4%
58	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	40	$2.4k0.03%	0.03%	Unchanged
59	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	85	$2.2k0.03%	0.03%	Added +45	+45 112.5%
60	CRANE NXT CO COM CXT	CXT	40	$2.1k0.03%	0.03%	Unchanged
61	ISHARES TR RUS MID CAP ETF IWR	IWR	17	$1.9k0.03%	0.03%	Unchanged
62	ISHARES INC CORE MSCI EMKT IEMG	IEMG	20	$1.6k0.02%	0.02%	Added +14	+14 233.3%
63	XERIS BIOPHARMA HOLDINGS INC COM XERS	XERS	200	$1.6k0.02%	0.02%	Unchanged
64	WISDOMTREE TR US MIDCAP DIVID DON	DON	26	$1.5k0.02%	0.02%	Unchanged
65	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	5	$1.2k0.02%	0.02%	Added +4	+4 400.0%
66	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	21	$1.1k0.01%	0.01%	New
67	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	9	$9970.01%	0.01%	Unchanged
68	ISHARES TR 3 7 YR TREAS BD IEI	IEI	8	$9360.01%	0.01%	Unchanged
69	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3	$8980.01%	0.01%	Unchanged
70	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	6	$7460.01%	0.01%	Unchanged
71	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	2	$7250.01%	0.01%	Added +1	+1 100.0%
72	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	24	$6940.01%	0.01%	Unchanged
73	ISHARES TR CORE LT USDB ETF ILTB	ILTB	14	$6840.01%	0.01%	Unchanged
74	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	13	$6550.01%	0.01%	Unchanged
75	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	15	$6200.01%	0.01%	Unchanged
76	ISHARES TR CORE MSCI INTL IDEV	IDEV	7	$6200.01%	0.01%	New
77	ISHARES TR JPMORGAN USD EMG EMB	EMB	6	$5760.01%	0.01%	Added +3	+3 100.0%
78	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	11	$5640.01%	0.01%	New
79	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	11	$5540.01%	0.01%	Unchanged
80	FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS FIXD	FIXD	12	$5220.01%	0.01%	Unchanged
81	ORGANON & CO COMMON STOCK OGN	OGN	37	$5010.01%	0.01%	Unchanged
82	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	4	$4730.01%	0.01%	Unchanged
83	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	13	$4470.01%	0.01%	New
84	WISDOMTREE TR YIELD ENHANCD US AGGY	AGGY	10	$4340.01%	0.01%	Unchanged
85	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6	$4220.01%	0.01%	New
86	VANECK ETF TRUST JP MRGAN EM LOC EMLC	EMLC	16	$4060.01%	0.01%	Added +5	+5 45.5%
87	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	8	$3970.01%	0.01%	Unchanged
88	ISHARES TR MSCI USA MIN VOL USMV	USMV	4	$3880.01%	0.01%	New
89	SERIES PORTFOLIOS TR ELDRIDGE BBB B CLOZ	CLOZ	14	$3700.01%	0.01%	Unchanged
90	SERIES PORTFOLIOS TR ELDRIDGE AAA CLO CLOX	CLOX	13	$3330.00%	0.00%	Unchanged
91	SPDR SER TR BLOOMBERG EMERGI EBND	EBND	16	$3320.00%	0.00%	New
92	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	3	$2620.00%	0.00%	New
93	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1	$2220.00%	0.00%	New
94	FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 KNG	KNG	4	$2030.00%	0.00%	Unchanged
95	SPDR SER TR PORT MTG BK ETF SPMB	SPMB	8	$1770.00%	0.00%	Unchanged
96	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	2	$1340.00%	0.00%	New
97	SSGA ACTIVE TR SPDR BLACKSTONE HYBL	HYBL	4	$1110.00%	0.00%	Unchanged
98	ISHARES TR CMBS ETF CMBS	CMBS	2	$970.00%	0.00%	Unchanged
99	INVESCO EXCH TRADED FD TR II S&P INTL LOW IDLV	IDLV	1	$340.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO QQQ TR QQQ	QQQ	19	$11.0k19 shares
STANLEY BLACK & DECKER INC SWK	SWK	100	$7.1k100 shares
SALESFORCE INC CRM	CRM	20	$3.7k20 shares
MICROSOFT CORP MSFT	MSFT	10	$3.7k10 shares
BROADCOM INC AVGO	AVGO	11	$3.4k11 shares
VANGUARD INDEX FDS VTI	VTI	4	$1.3k4 shares