Walter & Keenan Wealth Management Llc Portfolio Stock Holdings

Walter & Keenan Wealth Management Llc disclosed 156 stock positions valued at approximately $355.2 million in its latest SEC 13F filing. The largest holdings include APPLE INC, ELI LILLY & CO, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.

Report Period
March 31, 2026
No. of Stocks
156
Portfolio Value
$355.2M
Holdings by Sector
Walter & Keenan Wealth Management Llc Portfolio Holdings in Q1 2026

154 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology6.40%89,544-86-0.10%$22,725,404
ELI LILLY & COLLYHealthcare5.53%21,368-283-1.31%$19,653,612
ALPHABET INCGOOGCommunication Services4.66%57,649-33-0.06%$16,537,192
MICROSOFT CORPMSFTTechnology3.78%36,251-1,913-5.01%$13,418,956
VANGUARD INDEX FDSVTIOther3.57%39,526+3,772+10.55%$12,680,488
JPMORGAN CHASE & COJPMFinancial Services3.22%38,844-159-0.41%$11,426,477
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services3.12%23,096-1,424-5.81%$11,067,603
WALMART INCWMTConsumer Defensive2.91%83,086-448-0.54%$10,325,938
VANGUARD SPECIALIZED FUNDSVIGOther2.65%43,853+349+0.80%$9,431,005
ALPHABET INCGOOGLCommunication Services2.44%30,151-478-1.56%$8,670,191
SCHWAB STRATEGIC TRSCHBOther2.40%339,859+2,030+0.60%$8,530,459
VANGUARD INTL EQUITY INDEX FVTOther2.36%60,649+2,823+4.88%$8,389,006
JOHNSON & JOHNSONJNJHealthcare2.34%34,035-501-1.45%$8,319,579
CISCO SYS INCCSCOTechnology2.03%93,001-519-0.55%$7,215,938
VANGUARD INDEX FDSVOOOther1.72%10,233+452+4.62%$6,114,558
NVIDIA CORPORATIONNVDATechnology1.63%33,230+22+0.07%$5,795,312
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services1.62%8--$5,745,120
VISA INCVFinancial Services1.60%18,771-184-0.97%$5,673,256
VANGUARD WHITEHALL FDSVYMOther1.52%36,489-2,570-6.58%$5,404,031
RTX CORPORATIONRTXIndustrials1.48%27,218+12+0.04%$5,250,408
ABBVIE INCABBVHealthcare1.47%23,969-718-2.91%$5,212,964
NORTHERN TR CORPNTRSFinancial Services1.37%34,801+9+0.03%$4,857,116
DIMENSIONAL ETF TRUSTDFATOther1.31%74,273+6,974+10.36%$4,638,365
EXXON MOBIL CORPXOMEnergy1.25%26,270+224+0.86%$4,457,053
PROCTER & GAMBLE COPGConsumer Defensive1.20%29,488-1,267-4.12%$4,259,201
AMAZON COM INCAMZNConsumer Cyclical1.05%17,960+802+4.67%$3,740,529
MERCK & CO INCMRKHealthcare1.00%29,425+22+0.07%$3,539,533
AMGEN INCAMGNHealthcare0.99%10,005+12+0.12%$3,520,259
J P MORGAN EXCHANGE TRADED FJEPIOther0.88%54,927-29-0.05%$3,113,270
HOME DEPOT INCHDConsumer Cyclical0.84%9,048-35-0.39%$2,975,936
PALANTIR TECHNOLOGIES INCPLTRTechnology0.82%19,874+43+0.22%$2,907,169
COCA COLA COKOConsumer Defensive0.79%37,047-2,106-5.38%$2,817,399
VANGUARD INDEX FDSVUGOther0.79%6,427-842-11.58%$2,807,337
ISHARES TRIQLTOther0.76%58,233--$2,692,112
VANGUARD INDEX FDSVTVOther0.74%13,420-2,572-16.08%$2,633,032
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.74%2,626+53+2.06%$2,616,625
SCHWAB STRATEGIC TRSCHDOther0.72%83,798-190-0.23%$2,570,923
TEXAS INSTRS INCTXNTechnology0.71%12,922-6-0.05%$2,508,677
DIMENSIONAL ETF TRUSTDFASOther0.69%34,426+941+2.81%$2,448,746
AMERICAN EXPRESS COAXPFinancial Services0.65%7,581-61-0.80%$2,293,101
VANGUARD WHITEHALL FDSVYMIOther0.64%24,141-840-3.36%$2,275,048
ORACLE CORPORCLTechnology0.63%15,198-441-2.82%$2,235,778
WELLS FARGO & COWFCFinancial Services0.61%27,437-383-1.38%$2,184,260
ISHARES INCEMXCOther0.59%26,835--$2,110,841
CSW INDUSTRIALS INCCSWIIndustrials0.59%8,074+59+0.74%$2,103,923
SCHWAB STRATEGIC TRSCHFOther0.59%84,349--$2,087,628
MEDTRONIC PLCMDTOther0.58%23,930-992-3.98%$2,073,535
NEXTERA ENERGY INCNEEUtilities0.55%21,176-331-1.54%$1,966,813
PEPSICO INCPEPConsumer Defensive0.55%12,611-79-0.62%$1,958,432
DIMENSIONAL ETF TRUSTDFAIOther0.52%47,692+10,686+28.88%$1,858,064
META PLATFORMS INCMETACommunication Services0.52%3,239-82-2.47%$1,853,129
VANGUARD INDEX FDSVBKOther0.47%5,529-797-12.60%$1,671,149
BLACKROCK MUN TARGET TERM TRBTTFinancial Services0.46%71,425-13,916-16.31%$1,621,348
CATERPILLAR INCCATIndustrials0.40%2,030+5+0.25%$1,438,174
SCHWAB CHARLES CORPSCHWFinancial Services0.38%14,498-61-0.42%$1,362,522
BROADCOM INCAVGOTechnology0.38%4,377+18+0.41%$1,354,725
ILLINOIS TOOL WKS INCITWIndustrials0.37%5,001-403-7.46%$1,301,710
KKR & CO INCKKRFinancial Services0.36%13,790+5+0.04%$1,275,575
BLACKSTONE INCBXFinancial Services0.34%10,615-214-1.98%$1,220,619
MCDONALDS CORPMCDConsumer Cyclical0.34%3,830+12+0.31%$1,190,326
BROOKFIELD CORPBNFinancial Services0.33%29,190--$1,181,319
AMERICAN ELEC PWR CO INCAEPUtilities0.32%8,594-75-0.87%$1,126,443
CHEVRON CORPORATIONCVXEnergy0.32%5,421+144+2.73%$1,121,605
MASTERCARD INCORPORATEDMAFinancial Services0.31%2,212-222-9.12%$1,105,004
VANGUARD WHITEHALL FDSVIGIOther0.30%11,980-60-0.50%$1,059,751
ISHARES TRUSRTOther0.30%17,749-169-0.94%$1,050,590
AMPHENOL CORPAPHTechnology0.29%8,197-4-0.05%$1,035,691
XPO INCXPOIndustrials0.29%5,219--$1,015,356
KINDER MORGAN INC DELKMIEnergy0.28%30,018+134+0.45%$1,006,504
SOUTHERN COSOUtilities0.28%10,129-703-6.49%$977,617
PHILIP MORRIS INTL INCPMConsumer Defensive0.27%5,847+70+1.21%$966,743
LOCKHEED MARTIN CORPLMTIndustrials0.27%1,568+53+3.50%$947,684
COINBASE GLOBAL INCCOINFinancial Services0.26%5,256+63+1.21%$917,750
ISHARES TRIVVOther0.25%1,372--$896,432
ACCENTURE PLC IRELANDACNTechnology0.25%4,475-283-5.95%$887,348
DANAHER CORP DELDHRHealthcare0.25%4,611-54-1.16%$874,246
TESLA INCTSLAConsumer Cyclical0.24%2,264+12+0.53%$841,642
VERIZON COMMUNICATIONS INCVZCommunication Services0.23%16,242-469-2.81%$815,372
MOODYS CORPMCOFinancial Services0.23%1,861-29-1.53%$811,861
ALTRIA GROUP INCMOConsumer Defensive0.23%12,279-613-4.75%$810,291
PIMCO ETF TRPYLDOther0.21%28,984+2,237+8.36%$759,370
CHUBB LTD SWITZCBFinancial Services0.21%2,295+37+1.64%$748,009
FIFTH THIRD BANCORPFITBFinancial Services0.21%16,099+145+0.91%$747,960
GOLDMAN SACHS ETF TRGPIXOther0.21%14,887+7,568+103.40%$744,947
DICKS SPORTING GOODS INCDKSConsumer Cyclical0.20%3,558+25+0.71%$705,516
ABBOTT LABORATORIESABTHealthcare0.20%6,852-664-8.83%$703,495
PFIZER INCPFEHealthcare0.19%24,096-1,850-7.13%$676,616
3M COMMMIndustrials0.19%4,639-1,455-23.88%$673,722
INTERNATIONAL BUSINESS MACHSIBMTechnology0.18%2,655-272-9.29%$643,545
DIMENSIONAL ETF TRUSTDFAEOther0.17%18,184+2,105+13.09%$615,715
DIGITAL RLTY TR INCDLRReal Estate0.17%3,413-899-20.85%$615,057
GOLDMAN SACHS GROUP INCGSFinancial Services0.17%706+15+2.17%$596,847
GENERAL DYNAMICS CORPGDIndustrials0.17%1,726-82-4.54%$592,239
DISNEY WALT CODISCommunication Services0.16%6,057-1,045-14.71%$583,804
WASTE MGMT INC DELWMIndustrials0.16%2,409+46+1.95%$553,514
STARBUCKS CORPSBUXConsumer Cyclical0.15%6,123+45+0.74%$548,560
1ST SOURCE CORPSRCEFinancial Services0.15%7,863-3,691-31.95%$544,198
BLACKSTONE SECD LENDING FDBXSLFinancial Services0.15%22,441-3,191-12.45%$531,618
AT&T INCTCommunication Services0.14%17,489+1,197+7.35%$507,000
VANGUARD INDEX FDSVBOther0.14%1,929-105-5.16%$505,270