SEC Form 13F

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$404,569,052
Positions169

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$26,037,21889,982
ELI LILLY & COLLYCOM$25,523,82721,280
ALPHABET INCGOOGCAP STK CL C$20,330,96257,541
VANGUARD INDEX FDSVTITOTAL STK MKT$14,752,62839,868
MICROSOFT CORPMSFTCOM$13,532,81136,279
JPMORGAN CHASE & COJPMCOM$12,813,81739,146
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$11,770,17423,522
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$11,574,67916,853
CISCO SYS INCCSCOCOM$10,935,61393,101
ALPHABET INCGOOGLCAP STK CL A$10,924,99930,571

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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