Spurstone Advisory Services, LLC ETF holdings
Higganum, CT
Reported $714K in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$714K
ETFs held
50
Change from prior quarter
+44.9%
With price moves
ETFs as a share of its 13F
9.8%
of $7.3M
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $591K | 792 | +201 shares |
| IBIT | iShares Bitcoin Trust ETF | $54K | 1,585 | No change |
| VTEB | Vanguard Tax-Exempt Bond ETF | $7K | 141 | +136 shares |
| VTV | Vanguard Morningstar Value ETF | $6K | 28 | +17 shares |
| MUB | iShares National Muni Bond ETF | $6K | 55 | +20 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $5K | 146 | +50 shares |
| IVV | iShares Core S&P 500 ETF | $4K | 6 | No change |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $4K | 86 | New position |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $4K | 31 | No change |
| VUG | Vanguard Morningstar Growth ETF | $3K | 36 | New position |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056079. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Spurstone Advisory Services, LLC own?
Spurstone Advisory Services, LLC reported 50 ETF positions worth $714K in its Form 13F for June 30, 2026. The largest was SPY, at $591K.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.