Vest Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 575 distinct equity positions.
The report lists a total of 575 holdings, managed by Chief Compliance Officer Jeremy Sperlazza. The filing was submitted on October 20, 2026, and lists the firm's address as 8350 Broad Street Suite 240 in McLean, Virginia.
The filing provides a detailed list of the companies held by the firm. Notable positions in the portfolio include significant stakes in Apple Inc., with 413,306 shares, and Amcor plc, with 1,192,496 shares. Other companies listed include Abbott Laboratories, Abbott Laboratories (AbbVie), Accenture plc, Adobe Inc., and Advanced Micro Devices (AMD).
The filing also includes positions in financial services companies such as American Express Co., American Tower Corp, Ameriprise Financial Inc., and Associated Banc-Corp. Additionally, the portfolio includes holdings in consumer staples like Coca-Cola Co., Colgate-Palmolive Co., and Clorox Co., as well as technology firms including Broadcom Inc., Cisco Systems Inc., and Cloudflare Inc.
