# EDGAR Filing Document

**Accession Number:** 0002056079
**File Stem:** 0002056079-26-000001
**Filing Date:** 2026-1
**Character Count:** 14533
**Document Hash:** c47cf0abfdb3d545dc5284ea9768ce1b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002056079-26-000001.hdr.sgml**: 20260129

**ACCESSION NUMBER**: 0002056079-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260129

**DATE AS OF CHANGE**: 20260129

**EFFECTIVENESS DATE**: 20260129

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Spurstone Advisory Services, LLC
- **CENTRAL INDEX KEY:** 0002056079

**ORGANIZATION NAME:**
- **EIN:** 812705704
- **STATE OF INCORPORATION:** CT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25156
- **FILM NUMBER:** 26576271

**BUSINESS ADDRESS:**
- **STREET 1:** 12 SCOVIL RD
- **CITY:** HIGGANUM
- **STATE:** CT
- **ZIP:** 06441
- **BUSINESS PHONE:** 860-264-1111

**MAIL ADDRESS:**
- **STREET 1:** 12 SCOVIL RD
- **CITY:** HIGGANUM
- **STATE:** CT
- **ZIP:** 06441

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Spurstone Advisory Services LLC<br>**Address:** 12 SCOVIL RD<br>HIGGANUM, CT 06441

**Form 13F File Number:** 028-25156

**CRD Number (if applicable):** 000028415

**SEC File Number (if applicable):** 801-12573

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Timothy Golas<br>**Title:** Chief Compliance Officer<br>**Phone:** 860-264-1111

**Signature, Place, and Date of Signing:**

Timothy Golas  Higganum, CT  01-29-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 97

**Form 13F Information Table Value Total:** $6357771

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name               | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | SEI INVESTMENTS CO | 028-16454              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | Common / Ordinary Stock | 02079K305 |  | 15650 | 50 | SH |  | SOLE | 0 | 0 | 0 | 50 |
| ALTRIA GROUP INC | Common / Ordinary Stock | 02209S103 |  | 11532 | 200 | SH |  | SOLE | 0 | 0 | 0 | 200 |
| Amazon.com Inc | Common / Ordinary Stock | 023135106 |  | 84480 | 366 | SH |  | SOLE | 0 | 0 | 0 | 366 |
| American Century Investment Management Inc | Exchange Traded Fund | 025072562 |  | 629 | 15 | SH |  | SOLE | 0 | 0 | 0 | 15 |
| American Century Investment Management Inc | Exchange Traded Fund | 025072877 |  | 612 | 6 | SH |  | SOLE | 0 | 0 | 0 | 6 |
| American Electric Power Co Inc | Common / Ordinary Stock | 025537101 |  | 15913 | 138 | SH |  | SOLE | 0 | 0 | 0 | 138 |
| Apple Inc | Common / Ordinary Stock | 037833100 |  | 1365009 | 5021 | SH |  | SOLE | 0 | 0 | 0 | 5021 |
| Archer Aviation Inc | Common / Ordinary Stock | 03945R102 |  | 5264 | 700 | SH |  | SOLE | 0 | 0 | 0 | 700 |
| BK OF AMERICA CORP | Common / Ordinary Stock | 060505104 |  | 42900 | 780 | SH |  | SOLE | 0 | 0 | 0 | 780 |
| BlackRock Fund Advisors | Exchange Traded Fund | 464287499 |  | 1637 | 17 | SH |  | SOLE | 0 | 0 | 0 | 17 |
| BlackRock Fund Advisors | Exchange Traded Fund | 464288281 |  | 289 | 3 | SH |  | SOLE | 0 | 0 | 0 | 3 |
| BlackRock Fund Advisors | Exchange Traded Fund | 46429B366 |  | 98 | 2 | SH |  | SOLE | 0 | 0 | 0 | 2 |
| CARRIER GLOBAL CORP | Common / Ordinary Stock | 14448C104 |  | 2695 | 51 | SH |  | SOLE | 0 | 0 | 0 | 51 |
| Charles Schwab Investment Management Inc | Exchange Traded Fund | 808524300 |  | 3653 | 112 | SH |  | SOLE | 0 | 0 | 0 | 112 |
| Charles Schwab Investment Management Inc | Exchange Traded Fund | 808524409 |  | 89 | 3 | SH |  | SOLE | 0 | 0 | 0 | 3 |
| Chevron Corp | Common / Ordinary Stock | 166764100 |  | 307868 | 2020 | SH |  | SOLE | 0 | 0 | 0 | 2020 |
| Crane Co | Common / Ordinary Stock | 224408104 |  | 7377 | 40 | SH |  | SOLE | 0 | 0 | 0 | 40 |
| CRANE HOLDINGS CO | Common / Ordinary Stock | 224441105 |  | 1883 | 40 | SH |  | SOLE | 0 | 0 | 0 | 40 |
| Crowdstrike Holdings Inc | Common / Ordinary Stock | 22788C105 |  | 234380 | 500 | SH |  | SOLE | 0 | 0 | 0 | 500 |
| Dimensional Fund Advisors LP | Exchange Traded Fund | 25434V104 |  | 7582 | 162 | SH |  | SOLE | 0 | 0 | 0 | 162 |
| Dimensional Fund Advisors LP | Exchange Traded Fund | 25434V203 |  | 5107 | 134 | SH |  | SOLE | 0 | 0 | 0 | 134 |
| Dimensional Fund Advisors LP | Exchange Traded Fund | 25434V302 |  | 3127 | 96 | SH |  | SOLE | 0 | 0 | 0 | 96 |
| Dimensional Fund Advisors LP | Exchange Traded Fund | 25434V401 |  | 5192 | 70 | SH |  | SOLE | 0 | 0 | 0 | 70 |
| Dimensional Fund Advisors LP | Exchange Traded Fund | 25434V708 |  | 9977 | 252 | SH |  | SOLE | 0 | 0 | 0 | 252 |
| Dimensional Fund Advisors LP | Exchange Traded Fund | 25434V765 |  | 2122 | 67 | SH |  | SOLE | 0 | 0 | 0 | 67 |
| Dimensional Fund Advisors LP | Exchange Traded Fund | 25434V831 |  | 4640 | 122 | SH |  | SOLE | 0 | 0 | 0 | 122 |
| Dimensional Fund Advisors LP | Exchange Traded Fund | 25434V880 |  | 6186 | 189 | SH |  | SOLE | 0 | 0 | 0 | 189 |
| Eldridge Investment Advisors Inc | Exchange Traded Fund | 81752T486 |  | 332 | 13 | SH |  | SOLE | 0 | 0 | 0 | 13 |
| Eldridge Investment Advisors Inc | Exchange Traded Fund | 81752T528 |  | 371 | 14 | SH |  | SOLE | 0 | 0 | 0 | 14 |
| Exxon Mobil Corp | Common / Ordinary Stock | 30231G102 |  | 408915 | 3398 | SH |  | SOLE | 0 | 0 | 0 | 3398 |
| First Trust Advisors LP | Exchange Traded Fund | 33739Q200 |  | 400 | 8 | SH |  | SOLE | 0 | 0 | 0 | 8 |
| First Trust Advisors LP | Exchange Traded Fund | 33739Q705 |  | 197 | 4 | SH |  | SOLE | 0 | 0 | 0 | 4 |
| First Trust Advisors LP | Exchange Traded Fund | 33740F805 |  | 532 | 12 | SH |  | SOLE | 0 | 0 | 0 | 12 |
| FORD MOTOR CO | Common / Ordinary Stock | 345370860 |  | 40016 | 3050 | SH |  | SOLE | 0 | 0 | 0 | 3050 |
| Fortinet Inc | Common / Ordinary Stock | 34959E109 |  | 198525 | 2500 | SH |  | SOLE | 0 | 0 | 0 | 2500 |
| Hartford Insurance Group Inc/T | Common / Ordinary Stock | 416515104 |  | 41340 | 300 | SH |  | SOLE | 0 | 0 | 0 | 300 |
| HCA Healthcare Inc | Common / Ordinary Stock | 40412C101 |  | 552762 | 1184 | SH |  | SOLE | 0 | 0 | 0 | 1184 |
| Howard Hughes Holdings Inc | Common / Ordinary Stock | 44267T102 |  | 11966 | 150 | SH |  | SOLE | 0 | 0 | 0 | 150 |
| Invesco ETFs/USA | Exchange Traded Fund | 46090E103 |  | 7372 | 12 | SH |  | SOLE | 0 | 0 | 0 | 12 |
| ISHARES | Exchange Traded Fund | 464287200 |  | 4110 | 6 | SH |  | SOLE | 0 | 0 | 0 | 6 |
| ISHARES | Exchange Traded Fund | 464287655 |  | 738 | 3 | SH |  | SOLE | 0 | 0 | 0 | 3 |
| ISHARES | Exchange Traded Fund | 46432F842 |  | 3042 | 34 | SH |  | SOLE | 0 | 0 | 0 | 34 |
| iShares Inc | Exchange Traded Fund | 46434G103 |  | 672 | 10 | SH |  | SOLE | 0 | 0 | 0 | 10 |
| iShares Trust | Exchange Traded Fund | 464288661 |  | 955 | 8 | SH |  | SOLE | 0 | 0 | 0 | 8 |
| iShares Trust | Exchange Traded Fund | 464289479 |  | 696 | 14 | SH |  | SOLE | 0 | 0 | 0 | 14 |
| ISHARES/USA | Exchange Traded Fund | 464288414 |  | 4927 | 46 | SH |  | SOLE | 0 | 0 | 0 | 46 |
| JOBY AVIATION INC. | Common / Ordinary Stock | G65163100 |  | 6600 | 500 | SH |  | SOLE | 0 | 0 | 0 | 500 |
| Johnson  Johnson | Common / Ordinary Stock | 478160104 |  | 261792 | 1265 | SH |  | SOLE | 0 | 0 | 0 | 1265 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Exchange Traded Fund | 46641Q837 |  | 658 | 13 | SH |  | SOLE | 0 | 0 | 0 | 13 |
| Kenvue Inc | Common / Ordinary Stock | 49177J102 |  | 8625 | 500 | SH |  | SOLE | 0 | 0 | 0 | 500 |
| KIMBERLY-CLARK CP | Common / Ordinary Stock | 494368103 |  | 10089 | 100 | SH |  | SOLE | 0 | 0 | 0 | 100 |
| Lyft Inc | Common / Ordinary Stock | 55087P104 |  | 38256 | 1975 | SH |  | SOLE | 0 | 0 | 0 | 1975 |
| Merck  Co Inc | Common / Ordinary Stock | 58933Y105 |  | 39367 | 374 | SH |  | SOLE | 0 | 0 | 0 | 374 |
| NOBLE CORP PLC | Common / Ordinary Stock | G65431127 |  | 33888 | 1200 | SH |  | SOLE | 0 | 0 | 0 | 1200 |
| NVIDIA Corp | Common / Ordinary Stock | 67066G104 |  | 45879 | 246 | SH |  | SOLE | 0 | 0 | 0 | 246 |
| Organon  Co | Common / Ordinary Stock | 68622V106 |  | 265 | 37 | SH |  | SOLE | 0 | 0 | 0 | 37 |
| Otis Worldwide Corp | Common / Ordinary Stock | 68902V107 |  | 2184 | 25 | SH |  | SOLE | 0 | 0 | 0 | 25 |
| Palo Alto Networks Inc | Common / Ordinary Stock | 697435105 |  | 221040 | 1200 | SH |  | SOLE | 0 | 0 | 0 | 1200 |
| Pfizer Inc | Common / Ordinary Stock | 717081103 |  | 182866 | 7344 | SH |  | SOLE | 0 | 0 | 0 | 7344 |
| Phillips 66 | Common / Ordinary Stock | 718546104 |  | 3226 | 25 | SH |  | SOLE | 0 | 0 | 0 | 25 |
| Pinnacle Financial Partners In | Common / Ordinary Stock | 72346Q104 |  | 35206 | 369 | SH |  | SOLE | 0 | 0 | 0 | 369 |
| QUALCOMM Inc | Common / Ordinary Stock | 747525103 |  | 52341 | 306 | SH |  | SOLE | 0 | 0 | 0 | 306 |
| QuantumScape Corp | Common / Ordinary Stock | 74767V109 |  | 20319 | 1950 | SH |  | SOLE | 0 | 0 | 0 | 1950 |
| ROYAL CARIBBEAN | Common / Ordinary Stock | V7780T103 |  | 55784 | 200 | SH |  | SOLE | 0 | 0 | 0 | 200 |
| RTX Corp | Common / Ordinary Stock | 75513E101 |  | 787703 | 4295 | SH |  | SOLE | 0 | 0 | 0 | 4295 |
| SentinelOne Inc | Common / Ordinary Stock | 81730H109 |  | 37500 | 2500 | SH |  | SOLE | 0 | 0 | 0 | 2500 |
| SSGA FUNDS MANAGEMENT INC | Exchange Traded Fund | 78464A391 |  | 214 | 10 | SH |  | SOLE | 0 | 0 | 0 | 10 |
| SSGA FUNDS MANAGEMENT INC | Exchange Traded Fund | 78464A409 |  | 3308 | 31 | SH |  | SOLE | 0 | 0 | 0 | 31 |
| SSGA FUNDS MANAGEMENT INC | Exchange Traded Fund | 78464A508 |  | 2272 | 40 | SH |  | SOLE | 0 | 0 | 0 | 40 |
| SSgA Funds Management Inc | Exchange Traded Fund | 78464A201 |  | 377 | 4 | SH |  | SOLE | 0 | 0 | 0 | 4 |
| SSgA Funds Management Inc | Exchange Traded Fund | 78464A383 |  | 179 | 8 | SH |  | SOLE | 0 | 0 | 0 | 8 |
| SSgA Funds Management Inc | Exchange Traded Fund | 78464A821 |  | 832 | 9 | SH |  | SOLE | 0 | 0 | 0 | 9 |
| SSgA Funds Management Inc | Exchange Traded Fund | 78468R101 |  | 703 | 24 | SH |  | SOLE | 0 | 0 | 0 | 24 |
| SSgA Funds Management Inc | Exchange Traded Fund | 78470P846 |  | 114 | 4 | SH |  | SOLE | 0 | 0 | 0 | 4 |
| Stanley Black  Decker Inc | Common / Ordinary Stock | 854502101 |  | 7428 | 100 | SH |  | SOLE | 0 | 0 | 0 | 100 |
| STATE STREET ETF/USA | Exchange Traded Fund | 78464A284 |  | 998 | 40 | SH |  | SOLE | 0 | 0 | 0 | 40 |
| State Street ETF/USA | Exchange Traded Fund | 78462F103 |  | 398923 | 585 | SH |  | SOLE | 0 | 0 | 0 | 585 |
| Tesla Inc | Common / Ordinary Stock | 88160R101 |  | 17989 | 40 | SH |  | SOLE | 0 | 0 | 0 | 40 |
| TRAVELERS CO INC | Common / Ordinary Stock | 89417E109 |  | 172876 | 596 | SH |  | SOLE | 0 | 0 | 0 | 596 |
| Uber Technologies Inc | Common / Ordinary Stock | 90353T100 |  | 8171 | 100 | SH |  | SOLE | 0 | 0 | 0 | 100 |
| UTD PARCEL SERV | Common / Ordinary Stock | 911312106 |  | 371169 | 3742 | SH |  | SOLE | 0 | 0 | 0 | 3742 |
| Van Eck Associates Corp | Exchange Traded Fund | 92189H300 |  | 284 | 11 | SH |  | SOLE | 0 | 0 | 0 | 11 |
| Van Eck Associates Corp | Exchange Traded Fund | 92189H409 |  | 665 | 13 | SH |  | SOLE | 0 | 0 | 0 | 13 |
| VANGUARD ETF/USA | Exchange Traded Fund | 922908611 |  | 635 | 3 | SH |  | SOLE | 0 | 0 | 0 | 3 |
| Vanguard ETF/USA | Exchange Traded Fund | 922908736 |  | 1951 | 4 | SH |  | SOLE | 0 | 0 | 0 | 4 |
| VANGUARD GROUP INC/THE | Exchange Traded Fund | 921946885 |  | 202 | 3 | SH |  | SOLE | 0 | 0 | 0 | 3 |
| Vanguard Group Inc/The | Exchange Traded Fund | 921943858 |  | 562 | 9 | SH |  | SOLE | 0 | 0 | 0 | 9 |
| Vanguard Group Inc/The | Exchange Traded Fund | 922907746 |  | 1609 | 32 | SH |  | SOLE | 0 | 0 | 0 | 32 |
| Vanguard Group Inc/The | Exchange Traded Fund | 922908595 |  | 604 | 2 | SH |  | SOLE | 0 | 0 | 0 | 2 |
| Vanguard Group Inc/The | Exchange Traded Fund | 922908744 |  | 3629 | 19 | SH |  | SOLE | 0 | 0 | 0 | 19 |
| VIATRIS INC | Common / Ordinary Stock | 92556V106 |  | 11342 | 911 | SH |  | SOLE | 0 | 0 | 0 | 911 |
| Webster Financial Corp | Common / Ordinary Stock | 947890109 |  | 69486 | 1104 | SH |  | SOLE | 0 | 0 | 0 | 1104 |
| Wendy's Co/The | Common / Ordinary Stock | 95058W100 |  | 9996 | 1200 | SH |  | SOLE | 0 | 0 | 0 | 1200 |
| WISDOMTREE ASSET MANAGEMENT INC | Exchange Traded Fund | 97717W505 |  | 1342 | 26 | SH |  | SOLE | 0 | 0 | 0 | 26 |
| WisdomTree Asset Management Inc | Exchange Traded Fund | 97717X511 |  | 440 | 10 | SH |  | SOLE | 0 | 0 | 0 | 10 |
| WisdomTree Asset Management Inc | Exchange Traded Fund | 97717Y527 |  | 554 | 11 | SH |  | SOLE | 0 | 0 | 0 | 11 |
| Xeris Biopharma Holdings Inc | Common / Ordinary Stock | 98422E103 |  | 1570 | 200 | SH |  | SOLE | 0 | 0 | 0 | 200 |

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