Spurstone Advisory Services, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details the firm's investment portfolio, which includes a mix of individual equities and exchange-traded funds.
The portfolio is managed by Timothy Golas, the firm's Chief Compliance Officer, and is headquartered in Higganum, Connecticut. The filing indicates that the firm holds positions in over 100 distinct securities.
Among the largest individual stock positions disclosed are United Parcel Service Inc., with 3,182 shares, and Travelers Companies Inc., with 596 shares. Other notable holdings include shares of Uber Technologies Inc. (225), Pfizer Inc. (7,344), and Ford Motor Co. (3,950).
The portfolio also includes significant exposure to exchange-traded funds. The firm holds shares in the SPDR S&P 500 ETF Trust (792 shares) and various iShares and Vanguard ETFs. Notable ETF positions include the iShares Bitcoin Trust ETF (1,585 shares) and the Vanguard Muni Bond Fund (148 shares).
Spurstone Advisory Services also disclosed positions in several smaller-cap and sector-specific stocks, including Archer Aviation Inc. (2,000 shares), Joby Aviation Inc. (2,000 shares), and Vertiv Holdings Co. (30 shares).
