13F Insight
DOSSIER · 13F-HR · Q2 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

$405M in tracked AUM across 169 positions as of Q2 2026.

W&
CIK 0000752365 · last filed Jun 30, 2026
Total AUM
$405M
as of Q2 2026
Holdings
169
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$26M90K6.4%02
LLY
ELI LILLY & CO
$26M21K6.3%03
GOOG
ALPHABET INC
$20M58K5.0%04
VTI
VANGUARD INDEX FDS
$15M40K3.6%05
MSFT
MICROSOFT CORP
$14M36K3.3%06
JPM
JPMORGAN CHASE & CO
$13M39K3.2%07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$12M24K2.9%08
VOO
VANGUARD INDEX FDS
$12M17K2.9%09
CSCO
CISCO SYS INC
$11M93K2.7%10
GOOGL
ALPHABET INC
$11M31K2.7%

Filing history

2026Q2Jun 30
$405M▲ 13.9%
169 positionsView →2026Q1Mar 31
$355M▼ 4.8%
156 positionsView →2025Q4Dec 31
$373M▲ 3.5%
155 positionsView →2025Q3Sep 30
$361M▲ 4.8%
153 positionsView →2025Q2Jun 30
$344M▲ 3.6%
152 positionsLocked2025Q1Mar 31
$332M▲ 0.3%
149 positionsLocked2024Q4Dec 31
$331M▲ 0.5%
150 positionsLocked2024Q3Sep 30
$329M▲ 4.8%
150 positionsLocked2024Q2Jun 30
$314M▲ 2.9%
146 positionsLocked2024Q1Mar 31
$305M▲ 9.2%
141 positionsLocked2023Q4Dec 31
$280M▲ 9.0%
142 positionsLocked2023Q3Sep 30
$257M▼ 5.7%
139 positionsLocked
Showing 12 of 47