WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV Diversified Active

Location: South Bend, IN

CIK: 0000752365 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 12, 2026

Total Value: $405M (100.0% shares, 0.0% debt)

Holdings (169)

New Positions (14)

Increased Positions (48)

VOO VANGUARD INDEX FDS 2.9%
Value $11.57M (+89.3%) Shares 16,853 (+64.7%) Est. Cost $586.12 Unrealized
GOOGL ALPHABET INC 2.7%
Value $10.92M (+26.0%) Shares 30,571 (+1.4%) Est. Cost $112.67 Unrealized
V VISA INC 1.7%
Value $6.789M (+19.7%) Shares 19,788 (+5.4%) Est. Cost $188.15 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.6%
Value $10.52M (+11.6%) Shares 44,478 (+1.4%) Est. Cost $170.39 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value $6.835M (+17.9%) Shares 34,159 (+2.8%) Est. Cost $106.81 Unrealized
INTC INTEL CORP 0.3%
Value $1.367M (+220.3%) Shares 9,791 (+1.2%) Est. Cost $53.37 Unrealized
AMZN AMAZON COM INC 1.1%
Value $4.54M (+21.4%) Shares 19,047 (+6.1%) Est. Cost $159.56 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value $1.023M (+251.6%) Shares 886 (+2.9%) Est. Cost $258.30 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.9%
Value $11.77M (+6.3%) Shares 23,522 (+1.8%) Est. Cost $223.94 Unrealized
DFAT DIMENSIONAL ETF TRUST 1.3%
Value $5.287M (+14.0%) Shares 75,642 (+1.8%) Est. Cost $54.98 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value $3.439M (+22.5%) Shares 39,919 (+521.1%) Est. Cost $118.73 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value $3.187M (+21.0%) Shares 14,622 (+9.0%) Est. Cost $144.35 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $2.379M (-18.2%) Shares 20,387 (+2.6%) Est. Cost $25.33 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.7%
Value $2.878M (+17.5%) Shares 34,947 (+1.5%) Est. Cost $63.37 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $771K (+119.6%) Shares 1,067 (+3.8%) Est. Cost $261.33 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.5%
Value $2.214M (+19.2%) Shares 53,673 (+12.5%) Est. Cost $35.26 Unrealized
AVGO BROADCOM INC 0.4%
Value $1.681M (+24.1%) Shares 4,451 (+1.7%) Est. Cost $193.58 Unrealized
AXP AMERICAN EXPRESS CO 0.6%
Value $2.601M (+13.4%) Shares 7,691 (+1.5%) Est. Cost $107.28 Unrealized
GLW CORNING INC 0.1%
Value $535K (+118.4%) Shares 2,094 (+16.3%) Est. Cost $131.79 Unrealized
HD HOME DEPOT INC 0.8%
Value $3.262M (+9.6%) Shares 9,249 (+2.2%) Est. Cost $156.67 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value $646K (-27.2%) Shares 5,189 (+16.0%) Est. Cost $174.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $827K (+28.6%) Shares 2,942 (+10.8%) Est. Cost $128.75 Unrealized
PYLD PIMCO ETF TR 0.2%
Value $932K (+22.8%) Shares 35,155 (+21.3%) Est. Cost $26.16 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.2%
Value $777K (+26.2%) Shares 19,332 (+6.3%) Est. Cost $28.26 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $401K (+64.0%) Shares 965 (+6.7%) Est. Cost $283.02 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $726K (+21.6%) Shares 718 (+1.7%) Est. Cost $498.25 Unrealized
GE GE AEROSPACE 0.1%
Value $389K (+39.8%) Shares 1,040 (+6.1%) Est. Cost $282.75 Unrealized
BAC BANK OF AMER CORP 0.1%
Value $550K (+23.1%) Shares 9,650 (+5.3%) Est. Cost $37.63 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $911K (+12.5%) Shares 12,667 (+3.2%) Est. Cost $28.88 Unrealized
GEV GE VERNOVA INC 0.1%
Value $320K (+41.9%) Shares 272 (+5.4%) Est. Cost $759.47 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.3%
Value $1.198M (+6.3%) Shares 8,755 (+1.9%) Est. Cost $86.52 Unrealized
ETN EATON CORP PLC 0.1%
Value $363K (+20.6%) Shares 852 (+1.2%) Est. Cost $355.22 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $1.165M (+5.5%) Shares 2,269 (+2.6%) Est. Cost $293.32 Unrealized
WELL WELLTOWER INC 0.1%
Value $384K (+17.1%) Shares 1,694 (+2.0%) Est. Cost $123.64 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value $3.166M (+1.7%) Shares 56,055 (+2.1%) Est. Cost $55.65 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value $651K (-7.4%) Shares 7,177 (+4.7%) Est. Cost $59.84 Unrealized
CB CHUBB LIMITED 0.2%
Value $792K (+5.9%) Shares 2,324 (+1.3%) Est. Cost $273.09 Unrealized
QXO QXO INC 0.1%
Value $447K (+7.6%) Shares 25,865 (+20.9%) Est. Cost $20.30 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $323K (+10.6%) Shares 2,258 (+1.3%) Est. Cost $108.25 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $272K (+12.8%) Shares 2,971 (+4.9%) Est. Cost $79.41 Unrealized
IWF ISHARES TR 0.1%
Value $260K (+8.6%) Shares 2,092 (+272.9%) Est. Cost $216.71 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $466K (+3.6%) Shares 929 (+1.5%) Est. Cost $333.53 Unrealized
SO SOUTHERN CO 0.2%
Value $989K (+1.1%) Shares 10,330 (+2.0%) Est. Cost $53.78 Unrealized
BLK BLACKROCK INC 0.1%
Value $474K (+2.3%) Shares 493 (+2.3%) Est. Cost $933.72 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $217K (+2.2%) Shares 2,748 (+2.5%) Est. Cost $79.25 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $478K (+0.8%) Shares 3,780 (+4.3%) Est. Cost $101.29 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $321K (+1.0%) Shares 4,376 (+1.3%) Est. Cost $73.69 Unrealized
STIP ISHARES TR 0.1%
Value $343K (+0.7%) Shares 3,357 (+1.9%) Est. Cost $97.18 Unrealized

Exited Positions (1)

Decreased Positions (32)

VT VANGUARD INTL EQUITY INDEX F 2.3%
Value $9.341M (+11.4%) Shares 59,518 (-1.9%) Est. Cost $83.94 Unrealized
MDT MEDTRONIC PLC 0.4%
Value $1.801M (-13.1%) Shares 23,028 (-3.8%) Est. Cost $82.14 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $865K (-22.8%) Shares 5,221 (-3.7%) Est. Cost $125.78 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.1%
Value $257K (-45.8%) Shares 3,392 (-45.8%) Est. Cost $75.43 Unrealized
MCD MCDONALDS CORP 0.2%
Value $985K (-17.3%) Shares 3,643 (-4.9%) Est. Cost $158.52 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $610K (-25.1%) Shares 14,418 (-11.2%) Est. Cost $39.72 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.6%
Value $2.43M (-7.1%) Shares 2,598 (-1.1%) Est. Cost $345.86 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $764K (-19.4%) Shares 1,500 (-4.3%) Est. Cost $363.03 Unrealized
T AT&T INC 0.1%
Value $354K (-30.1%) Shares 17,123 (-2.1%) Est. Cost $18.27 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value $408K (-23.3%) Shares 17,197 (-23.4%) Est. Cost $23.58 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $354K (-25.9%) Shares 2,873 (-5.3%) Est. Cost $104.18 Unrealized
SRCE 1ST SOURCE CORP 0.1%
Value $422K (-22.4%) Shares 5,176 (-34.2%) Est. Cost $46.52 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value $858K (+14.7%) Shares 15,219 (-5.5%) Est. Cost $18.45 Unrealized
NFLX NETFLIX INC. 0.1%
Value $224K (-32.1%) Shares 3,142 (-8.6%) Est. Cost $104.81 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $255K (-29.3%) Shares 501 (-5.3%) Est. Cost $462.12 Unrealized
SSNC SS&C TECH HLDGS 0.1%
Value $374K (-21.9%) Shares 6,033 (-15.0%) Est. Cost $62.05 Unrealized
PFE PFIZER INC 0.1%
Value $573K (-15.3%) Shares 23,803 (-1.2%) Est. Cost $26.71 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value $1.21M (-7.0%) Shares 4,474 (-10.5%) Est. Cost $158.88 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $250K (-24.3%) Shares 629 (-12.3%) Est. Cost $428.48 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value $345K (-17.2%) Shares 14,195 (-18.3%) Est. Cost $23.68 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $279K (-19.6%) Shares 11,379 (-5.9%) Est. Cost $33.13 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $561K (+11.0%) Shares 1,850 (-4.1%) Est. Cost $219.32 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value $4.216M (-1.0%) Shares 28,752 (-2.5%) Est. Cost $99.46 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value $453K (+8.4%) Shares 5,298 (-2.3%) Est. Cost $69.33 Unrealized
CMI CUMMINS INC 0.1%
Value $276K (+14.3%) Shares 387 (-13.8%) Est. Cost $385.32 Unrealized
VBK VANGUARD INDEX FDS 0.4%
Value $1.693M (+1.3%) Shares 4,628 (-16.3%) Est. Cost $222.59 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $314K (-6.2%) Shares 5,457 (-1.3%) Est. Cost $50.22 Unrealized
TEL TE CONNECTIVITY PLC 0.1%
Value $376K (-5.0%) Shares 1,865 (-1.5%) Est. Cost $149.36 Unrealized
VEEV VEEVA SYS INC 0.1%
Value $335K (-4.5%) Shares 1,890 (-5.5%) Est. Cost $119.04 Unrealized
XPO XPO INC 0.3%
Value $1.031M (+1.5%) Shares 5,021 (-3.8%) Est. Cost $45.28 Unrealized
ISTB ISHARES TR 0.1%
Value $255K (-4.9%) Shares 5,290 (-4.5%) Est. Cost $46.06 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $581K (-2.0%) Shares 1,639 (-5.0%) Est. Cost $260.15 Unrealized

Unchanged Positions (75)

LLY ELI LILLY & CO 6.3%
Value $25.52M Shares 21,280 Est. Cost $69.14 Unrealized
GOOG ALPHABET INC 5.0%
Value $20.33M Shares 57,541 Est. Cost $107.70 Unrealized
CSCO CISCO SYS INC 2.7%
Value $10.94M Shares 93,101 Est. Cost $37.23 Unrealized
AAPL APPLE INC 6.4%
Value $26.04M Shares 89,982 Est. Cost $89.16 Unrealized
VTI VANGUARD INDEX FDS 3.6%
Value $14.75M Shares 39,868 Est. Cost $295.03 Unrealized
JPM JPMORGAN CHASE & CO 3.2%
Value $12.81M Shares 39,146 Est. Cost $81.20 Unrealized
TXN TEXAS INSTRS INC 1.0%
Value $3.863M Shares 12,959 Est. Cost $103.55 Unrealized
SCHB SCHWAB STRATEGIC TR 2.4%
Value $9.807M Shares 338,628 Est. Cost $34.03 Unrealized
NTRS NORTHERN TR CORP 1.5%
Value $6.05M Shares 34,803 Est. Cost $67.29 Unrealized
WMT WALMART INC 2.3%
Value $9.332M Shares 82,395 Est. Cost $48.83 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value $3.574M Shares 26,138 Est. Cost $44.92 Unrealized
ABBV ABBVIE INC 1.5%
Value $6.008M Shares 23,876 Est. Cost $68.43 Unrealized
CAT CATERPILLAR INC 0.5%
Value $2.178M Shares 2,045 Est. Cost $143.17 Unrealized
EMXC ISHARES INC 0.7%
Value $2.745M Shares 26,835 Est. Cost $59.32 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $892K Shares 1,535 Est. Cost $172.72 Unrealized
APH AMPHENOL CORP 0.4%
Value $1.444M Shares 8,190 Est. Cost $55.54 Unrealized
VYM VANGUARD WHITEHALL FDS 1.4%
Value $5.759M Shares 36,441 Est. Cost $91.11 Unrealized
JNJ JOHNSON & JOHNSON 2.1%
Value $8.601M Shares 33,867 Est. Cost $108.81 Unrealized
PEP PEPSICO INC 0.4%
Value $1.7M Shares 12,556 Est. Cost $98.37 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value $2.34M Shares 84,470 Est. Cost $23.67 Unrealized
MRK MERCK & CO INC 0.9%
Value $3.788M Shares 29,479 Est. Cost $45.78 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.5%
Value $5.991M Shares 8 Est. Cost $422631.30 Unrealized
KO COCA COLA CO 0.7%
Value $3.029M Shares 37,267 Est. Cost $38.58 Unrealized
IQLT ISHARES TR 0.7%
Value $2.885M Shares 58,233 Est. Cost $44.19 Unrealized
COIN COINBASE GLOBAL INC 0.2%
Value $761K Shares 5,205 Est. Cost $273.87 Unrealized
CSW CSW INDUSTRIALS INC 0.6%
Value $2.248M Shares 8,077 Est. Cost $65.67 Unrealized
IVV ISHARES TR 0.3%
Value $1.028M Shares 1,373 Est. Cost $402.57 Unrealized
USRT ISHARES TR 0.3%
Value $1.18M Shares 17,753 Est. Cost $51.82 Unrealized
MSFT MICROSOFT CORP 3.3%
Value $13.53M Shares 36,279 Est. Cost $67.80 Unrealized
TSLA TESLA INC 0.2%
Value $953K Shares 2,265 Est. Cost $321.13 Unrealized
DKS DICKS SPORTING GOODS INC 0.2%
Value $807K Shares 3,559 Est. Cost $61.92 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value $1.064M Shares 5,879 Est. Cost $71.92 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value $1.875M Shares 21,363 Est. Cost $64.25 Unrealized
SCHD SCHWAB STRATEGIC TR 0.7%
Value $2.662M Shares 83,955 Est. Cost $44.07 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.2%
Value $833K Shares 14,988 Est. Cost $51.12 Unrealized
SBUX STARBUCKS CORP 0.2%
Value $628K Shares 6,150 Est. Cost $52.41 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.6%
Value $2.351M Shares 23,941 Est. Cost $55.89 Unrealized
MMM 3M CO 0.2%
Value $748K Shares 4,619 Est. Cost $101.50 Unrealized
AMGN AMGEN INC 0.9%
Value $3.593M Shares 9,923 Est. Cost $172.66 Unrealized
WFC WELLS FARGO & CO 0.6%
Value $2.252M Shares 27,256 Est. Cost $30.06 Unrealized
U UNITY SOFTWARE INC 0.1%
Value $279K Shares 9,770 Est. Cost $119.26 Unrealized
BN BROOKFIELD CORP 0.3%
Value $1.244M Shares 29,197 Est. Cost $29.78 Unrealized
RTX RTX CORPORATION 1.3%
Value $5.19M Shares 27,357 Est. Cost $55.97 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.3%
Value $1.119M Shares 11,980 Est. Cost $68.35 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.1%
Value $447K Shares 10,711 Est. Cost $37.77 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value $475K Shares 1,954 Est. Cost $181.84 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value $961K Shares 30,057 Est. Cost $16.33 Unrealized
META META PLATFORMS INC 0.4%
Value $1.819M Shares 3,229 Est. Cost $325.36 Unrealized
MCO MOODYS CORP 0.2%
Value $846K Shares 1,867 Est. Cost $267.47 Unrealized
DIVB ISHARES TR 0.1%
Value $271K Shares 4,400 Est. Cost $48.45 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value $319K Shares 8,800 Est. Cost $23.86 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $298K Shares 4,986 Est. Cost $49.10 Unrealized
FEOE RBB FUND TRUST 0.1%
Value $496K Shares 9,290 Est. Cost $50.46 Unrealized
SCHW SCHWAB CHARLES CORP 0.3%
Value $1.336M Shares 14,476 Est. Cost $39.42 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $286K Shares 2,964 Est. Cost $88.69 Unrealized
BX BLACKSTONE INC 0.3%
Value $1.243M Shares 10,566 Est. Cost $51.03 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value $380K Shares 5,630 Est. Cost $61.89 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $533K Shares 2,391 Est. Cost $110.68 Unrealized
NUVEEN MUN CR INCOME FD 0.1%
Value $469K Shares 37,009 Est. Cost $14.09 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $363K Shares 2,180 Est. Cost $99.00 Unrealized
SPYD SPDR SERIES TRUST 0.1%
Value $372K Shares 7,797 Est. Cost $36.21 Unrealized
NVS NOVARTIS AG 0.1%
Value $418K Shares 2,670 Est. Cost $89.77 Unrealized
KKR KKR & CO INC 0.3%
Value $1.266M Shares 13,797 Est. Cost $29.59 Unrealized
EATON VANCE MUN INCOME TERM 0.1%
Value $410K Shares 21,875 Est. Cost $20.43 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.1%
Value $283K Shares 5,573 Est. Cost $74.62 Unrealized
BLACKROCK MUN TARGET TERM TR 0.4%
Value $1.625M Shares 71,425 Est. Cost $23.60 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.1%
Value $408K Shares 1,393 Est. Cost $205.56 Unrealized
DIS DISNEY WALT CO 0.1%
Value $586K Shares 6,092 Est. Cost $106.67 Unrealized
ORCL ORACLE CORP 0.6%
Value $2.238M Shares 15,269 Est. Cost $70.14 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value $313K Shares 6,234 Est. Cost $49.21 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value $614K Shares 3,417 Est. Cost $119.58 Unrealized
PMBS PIMCO ETF TR 0.1%
Value $296K Shares 6,000 Est. Cost $49.60 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value $257K Shares 9,706 Est. Cost $37.47 Unrealized
DHR DANAHER CORP DEL 0.2%
Value $875K Shares 4,594 Est. Cost $135.60 Unrealized
ENB ENBRIDGE INC 0.1%
Value $258K Shares 4,760 Est. Cost $39.21 Unrealized