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WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Q1 2026 13F Holdings

  • Location
    south bend, IN
  • Num holdings

    156

  • Value ($000)

    $355,242

  • Date Filed
    05/11/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$22.73M
6 %

89,544

L
LLY

ELI LILLY & CO

COM
532457108
$19.65M
6 %

21,368

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$16.54M
5 %

57,649

M
MSFT

MICROSOFT CORP

COM
594918104
$13.42M
4 %

36,251

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$12.68M
4 %

39,526

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$11.43M
3 %

38,844

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$11.07M
3 %

23,096

W
WMT

WALMART INC

COM
931142103
$10.33M
3 %

83,086

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$9.43M
3 %

43,853

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.67M
2 %

30,151

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