Vest Financial 13F Portfolio Q4 2025

Vest Financial, LLC (CIK: 0001709632) is a financial institution headquartered at 8350 Broad Street, Suite 240, Mclean, Virginia 22102. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $7,884,387,749, comprising 417 distinct securities. Over its filing history, it has submitted 23 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. LRCX Lam Research Corporation

+$21.86 M

2. MSFT Microsoft Corporation

+$17.2 M

3. GE General Electric Company

+$16.67 M

4. DOV Dover Corporation

+$16.46 M

5. STT State Street Corporation

+$16.45 M

Top Sells

Q4 2025

1. CHRW C.H. Robinson Worldwide, Inc.

−$23.07 M

2. AFL Aflac Incorporated

−$18.99 M

3. XOM Exxon Mobil Corporation

−$18.46 M

4. CAT Caterpillar Inc.

−$17.5 M

5. ALB Albemarle Corporation

−$15.69 M

Stocks/ETFs

+2.97%

$7.88 B 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Chubb Limited CB	400,304	$124.94 M	1.58%	▲ 9,365	Add 2.4%
NVIDIA Corporation NVDA	664,292	$123.89 M	1.57%	▲ 58,071	Add 9.6%
Microsoft Corporation MSFT	248,399	$120.13 M	1.52%	▲ 35,565	Add 16.7%
Abbott Laboratories ABT	810,893	$101.6 M	1.29%	▲ 82,241	Add 11.3%
Alphabet Inc. GOOGL	314,509	$98.44 M	1.25%	▼ 11,020	Reduce -3.4%
Lam Research Corporation LRCX	548,642	$93.92 M	1.19%	▲ 127,727	Add 30.4%
Automatic Data Processing, Inc. ADP	339,023	$87.21 M	1.11%	▲ 14,384	Add 4.4%
Dover Corporation DOV	444,451	$86.77 M	1.10%	▲ 84,322	Add 23.4%
Apple Inc. AAPL	310,464	$84.4 M	1.07%	▼ 11,865	Reduce -3.7%
Johnson & Johnson JNJ	386,034	$79.89 M	1.01%	▼ 52,368	Reduce -12.0%

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Vest Financial, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Vest Financial, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 21 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Vest Financial, LLC Quarterly 13F Statistics

Discover detailed insights into Vest Financial, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Vest Financial, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Vest Financial, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Vest Financial, LLC 13F Filings, Portfolio & Analysis

Vest Financial, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Vest Financial, LLC's Portfolio

Vest Financial, LLC Quarterly 13F Statistics

Vest Financial, LLC's All 13F Filings