WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV: 13F holdings
CIK 7523652026Q2
| Positions | 169 |
|---|---|
| Reported value | $404.6m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 89,982 | $26.0m | 6.4% |
| LLY ELI LILLY & CO | 21,280 | $25.5m | 6.3% |
| GOOG ALPHABET INC | 57,541 | $20.3m | 5.0% |
| VTI VANGUARD INDEX FDS | 39,868 | $14.8m | 3.6% |
| MSFT MICROSOFT CORP | 36,279 | $13.5m | 3.3% |
| JPM JPMORGAN CHASE & CO | 39,146 | $12.8m | 3.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 23,522 | $11.8m | 2.9% |
| VOO VANGUARD INDEX FDS | 16,853 | $11.6m | 2.9% |
| CSCO CISCO SYS INC | 93,101 | $10.9m | 2.7% |
| GOOGL ALPHABET INC | 30,571 | $10.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="752365")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.