Spurstone Advisory Services, LLC
RIA/Wealth
Spurstone Advisory Services, LLC is a RIA/Wealth based in Higganum, CT led by Timothy R Golas, reporting $100.8M in AUM as of Q3 2025 with 36% Technology concentration, 67% concentrated in top 10 holdings, and 19% allocation to AAPL.
Managing PartnerTimothy R Golas
- Portfolio Value
- $7.0M
- Positions
- 115
- Top Holding
- AAPL at 19.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Spurstone Advisory Services, LLC's portfolio (67.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $1.3M | 19.10% | -$82.0K Sold | 0.00% 5.2K shares | |
Aerospace & Defense Industrials | $765.5K | 10.98% | +$343.2K Bought | 0.00% 4.6K shares | |
Medical - Care Facilities Healthcare | $504.6K | 7.24% | — | 0.00% 1.2K shares | |
ETF ETF | $389.7K | 5.59% | — | — 585.0 shares | |
Oil & Gas Integrated Energy | $383.1K | 5.50% | -$31.8K Sold | 0.00% 3.4K shares | |
Oil & Gas Integrated Energy | $313.7K | 4.50% | — | 0.00% 2.0K shares | |
Integrated Freight & Logistics Industrials | $304.2K | 4.36% | — | 0.00% 3.6K shares | |
Software - Infrastructure Technology | $250.5K | 3.59% | +$209.7K Bought | 0.00% 1.2K shares | |
Software - Infrastructure Technology | $245.2K | 3.52% | +$54.9K Bought | 0.00% 500.0 shares | |
Software - Infrastructure Technology | $210.2K | 3.01% | — | 0.00% 2.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Spurstone Advisory Services, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Spurstone Advisory Services, LLC
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