WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Q3 2025 13F Holdings
- Locationsouth bend, IN
- Num holdings
153
- Value ($000)
$360,525
- Date Filed11/13/2025
- Form type13F-HR
- CIK0000752365
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | COM | 037833100 | $23.19 M | 6 % | 91,057 | ||
MSFT MICROSOFT CORP COM | COM | 594918104 | $19.96 M | 6 % | 38,534 | ||
LLY ELI LILLY & CO COM | COM | 532457108 | $17.20 M | 5 % | 22,538 | ||
GOOG ALPHABET INC CAP STK CL C | CL A | 02079K107 | $15.00 M | 4 % | 61,606 | ||
JPM JPMORGAN CHASE & CO. COM | COM | 46625H100 | $12.58 M | 4 % | 39,872 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | CL B NEW | 084670702 | $11.93 M | 3 % | 23,729 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | 922908769 | $10.10 M | 3 % | 30,785 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | DIV APP ETF | 921908844 | $8.97 M | 3 % | 41,573 | ||
WMT WALMART INC COM | COM | 931142103 | $8.85 M | 3 % | 85,860 | ||
SCHB SCHWAB U.S. BROAD MARKET ETF | US BRD MKT ETF | 808524102 | $8.52 M | 2 % | 331,377 |
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