Portfolio (Quarterly) Guide ↗

Spurstone Advisory Services, LLC

· CIK 0002056079

13F Portfolio $6M AUM 76 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 4 Added 13 Reduced 27 Exited

Page 2 of 2 · 27 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	DIHP	Dimensional Fund Advisors LP	—	67	$2K	0.03%	SOLD
22	VUG	Vanguard ETF/USA	—	4	$2K	0.03%	SOLD
23	HYD	Van Eck Associates Corp	—	13	$665.0	0.01%	SOLD
24	VEA	Vanguard Group Inc/The	—	9	$562.0	0.01%	SOLD
25	EBND	SSGA FUNDS MANAGEMENT INC	—	10	$214.0	0.00%	SOLD
26	VWOB	VANGUARD GROUP INC/THE	—	3	$202.0	0.00%	SOLD
27	SCHV	Charles Schwab Investment Management Inc	—	3	$89.0	0.00%	SOLD

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Sector Allocation

Technology 29.3%

Industrials 21.8%

Energy 17.0%

Healthcare 14.8%

Financial Services 14.1%

Consumer Cyclical 2.7%

Utilities 0.3%