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Portfolio (Quarterly) Guide ↗

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

· CIK 0000752365
13F Portfolio $355M AUM 156 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 41 Added 67 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FEOE RBB FUND TRUST 9,290.0 $469K 0.13% NEW $50.46 +6.3%
2 PIMCO ETF TR 6,000.0 $298K 0.08% NEW $49.60
3 VNQ VANGUARD INDEX FDS 2,948.0 $261K 0.07% NEW $88.69 +8.9%
4 GLW CORNING INC Technology 1,801.0 $245K 0.07% NEW $135.97 +54.3%
5 GEV GE VERNOVA INC Utilities 258.0 $225K 0.06% NEW $872.90 +29.2%
6 VCSH VANGUARD SCOTTSDALE FDS 2,682.0 $213K 0.06% NEW $79.26 -0.6%
7 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,459.0 $210K 0.06% NEW $38.42 -5.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Healthcare 19.2%
Financial Services 17.3%
Communication Services 12.2%
Consumer Defensive 9.9%
Industrials 5.7%
Consumer Cyclical 4.1%
Energy 2.8%
Utilities 2.0%
Real Estate 0.4%