WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - Portfolio overview

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has 166 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.35%
2. LLY - ELI LILLY & CO, 5.49%
3. GOOG - ALPHABET INC, 4.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.