WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Q3 2025 13F Holdings

  • Location
    south bend, IN
  • Num holdings

    153

  • Value ($000)

    $360,525

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0000752365
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC COM

COM
037833100
$23.19M
6 %

91,057

M
MSFT

MICROSOFT CORP COM

COM
594918104
$19.96M
6 %

38,534

L
LLY

ELI LILLY & CO COM

COM
532457108
$17.20M
5 %

22,538

G
GOOG

ALPHABET INC CAP STK CL C

CL A
02079K107
$15.00M
4 %

61,606

J
JPM

JPMORGAN CHASE & CO. COM

COM
46625H100
$12.58M
4 %

39,872

B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

CL B NEW
084670702
$11.93M
3 %

23,729

V
VTI

VANGUARD TOTAL STOCK MARKET ETF

TOTAL STK MKT
922908769
$10.10M
3 %

30,785

V
VIG

VANGUARD DIVIDEND APPRECIATION ETF

DIV APP ETF
921908844
$8.97M
3 %

41,573

W
WMT

WALMART INC COM

COM
931142103
$8.85M
3 %

85,860

S
SCHB

SCHWAB U.S. BROAD MARKET ETF

US BRD MKT ETF
808524102
$8.52M
2 %

331,377

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