WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Q4 2025 13F Holdings
- Locationsouth bend, IN
- Num holdings
155
- Value ($000)
$373,143
- Date Filed02/11/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $24.37M | 7 % | 89,630 | ||
ELI LILLY & CO | COM | 532457108 | $23.27M | 6 % | 21,651 | ||
MICROSOFT CORP | COM | 594918104 | $18.46M | 5 % | 38,164 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $18.1M | 5 % | 57,682 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $12.57M | 3 % | 39,003 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $12.32M | 3 % | 24,520 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.99M | 3 % | 35,754 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $9.59M | 3 % | 30,629 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.56M | 3 % | 43,504 | ||
WALMART INC | COM | 931142103 | $9.31M | 3 % | 83,534 |
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