Walter & Keenan Wealth Management LLC /In holds a diversified book of 169 reported positions worth $404.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Vanguard Intermediate-Term T and trimmed Eli Lilly & Co. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+15.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Walter & Keenan Wealth Management LLC /In is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Walter & Keenan Wealth Management LLC /In's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
72% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Walter & Keenan Wealth Management LLC /In
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Swiss Re Ltd | 46 / 80 | $1.1B |
| Mirae Asset Global Investments Co., Ltd. | 66 / 80 | $282.8B |
| Prospect Hill Management, LLC | 10 / 80 | $240.3M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Emerald Advisors, LLC | 40 / 80 | $695.1M |
| Draper Asset Management, LLC | 9 / 80 | $172.3M |
| Ardent Capital Management, Inc. | 22 / 80 | $209.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Walter & Keenan Wealth Management LLC /In: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $26.0M | 90.0K | 6.4% | ▲+0.5% Added · +438 sh | |
| 2 | Eli Lilly & Co COM | $25.5M | 21.3K | 6.3% | ▼−0.4% Reduced · −88 sh | |
| 3 | Alphabet Inc CAP STK CL C | $20.3M | 57.5K | 5.0% | ▼−0.2% Reduced · −108 sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $14.8M | 39.9K | 3.6% | ▲+0.9% Added · +342 sh | |
| 5 | Microsoft Corp COM | $13.5M | 36.3K | 3.3% | ▲+0.1% Added · +28 sh | |
| 6 | JPMorgan Chase & Co COM | $12.8M | 39.1K | 3.2% | ▲+0.8% Added · +302 sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $11.8M | 23.5K | 2.9% | ▲+1.8% Added · +426 sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $11.6M | 16.9K | 2.9% | ▲+65% Added · +7K sh | |
| 9 | Cisco Sys Inc COM | $10.9M | 93.1K | 2.7% | ▲+0.1% Added · +100 sh | |
| 10 | Alphabet Inc CAP STK CL A | $10.9M | 30.6K | 2.7% | ▲+1.4% Added · +420 sh | |
| 11 | Vanguard Specialized Funds DIV APP ETF | $10.5M | 44.5K | 2.6% | ▲+1.4% Added · +625 sh | |
| 12 | Schwab Strategic TR US BRD MKT ETF | $9.8M | 338.6K | 2.4% | ▼−0.4% Reduced · −1K sh | |
| 13 | Vanguard Intl Equity Index F TT WRLD ST ETF | $9.3M | 59.5K | 2.3% | ▼−1.9% Reduced · −1K sh | |
| 14 | Walmart Inc COM | $9.3M | 82.4K | 2.3% | ▼−0.8% Reduced · −691 sh | |
| 15 | Johnson & Johnson COM | $8.6M | 33.9K | 2.1% | ▼−0.5% Reduced · −168 sh | |
| 16 | Nvidia Corporation COM | $6.8M | 34.2K | 1.7% | ▲+2.8% Added · +929 sh | |
| 17 | Visa Inc COM CL A | $6.8M | 19.8K | 1.7% | ▲+5.4% Added · +1K sh | |
| 18 | Northern TR Corp COM | $6.1M | 34.8K | 1.5% | ▲~0% Added · +2 sh | |
| 19 | Abbvie Inc COM | $6.0M | 23.9K | 1.5% | ▼−0.4% Reduced · −93 sh | |
| 20 | Berkshire Hathaway Inc Del CL A | $6.0M | 8 | 1.5% | —Held | |
| 21 | Vanguard Whitehall FDS HIGH DIV YLD | $5.8M | 36.4K | 1.4% | ▼−0.1% Reduced · −48 sh | |
| 22 | Dimensional ETF Trust US TARGETED VLU | $5.3M | 75.6K | 1.3% | ▲+1.8% Added · +1K sh | |
| 23 | RTX Corporation COM | $5.2M | 27.4K | 1.3% | ▲+0.5% Added · +139 sh | |
| 24 | Amazon Com Inc COM | $4.5M | 19.0K | 1.1% | ▲+6.0% Added · +1K sh | |
| 25 | Procter & Gamble Co COM | $4.2M | 28.8K | 1.0% | ▼−2.5% Reduced · −736 sh | |
| 26 | Texas Instrs Inc COM | $3.9M | 13.0K | 1.0% | ▲+0.3% Added · +37 sh | |
| 27 | Merck & Co Inc COM | $3.8M | 29.5K | 0.9% | ▲+0.2% Added · +54 sh | |
| 28 | Amgen Inc COM | $3.6M | 9.9K | 0.9% | ▼−0.8% Reduced · −82 sh | |
| 29 | Exxon Mobil Corp COM | $3.6M | 26.1K | 0.9% | ▼−0.5% Reduced · −132 sh | |
| 30 | Vanguard Index FDS GROWTH ETF | $3.4M | 39.9K | 0.8% | ▲+521% Added · +33K sh | |
| 31 | Home Depot Inc COM | $3.3M | 9.2K | 0.8% | ▲+2.2% Added · +201 sh | |
| 32 | Vanguard Index FDS VALUE ETF | $3.2M | 14.6K | 0.8% | ▲+8.9% Added · +1K sh | |
| 33 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.2M | 56.1K | 0.8% | ▲+2.0% Added · +1K sh | |
| 34 | Coca Cola Co COM | $3.0M | 37.3K | 0.7% | ▲+0.6% Added · +220 sh | |
| 35 | Ishares TR MSCI INTL QUALTY | $2.9M | 58.2K | 0.7% | —Held | |
| 36 | Dimensional ETF Trust US SMALL CAP ETF | $2.9M | 34.9K | 0.7% | ▲+1.5% Added · +521 sh | |
| 37 | Ishares Inc MSCI EMRG CHN | $2.7M | 26.8K | 0.7% | —Held | |
| 38 | Schwab Strategic TR US DIVIDEND EQ | $2.7M | 84.0K | 0.7% | ▲+0.2% Added · +157 sh | |
| 39 | American Express Co COM | $2.6M | 7.7K | 0.6% | ▲+1.4% Added · +110 sh | |
| 40 | Costco Wholesale Corporation COM | $2.4M | 2.6K | 0.6% | ▼−1.1% Reduced · −28 sh | |
| 41 | Palantir Technologies Inc CL A | $2.4M | 20.4K | 0.6% | ▲+2.6% Added · +513 sh | |
| 42 | Vanguard Whitehall FDS INTL HIGH ETF | $2.4M | 23.9K | 0.6% | ▼−0.8% Reduced · −200 sh | |
| 43 | Schwab Strategic TR INTL EQTY ETF | $2.3M | 84.5K | 0.6% | ▲+0.1% Added · +121 sh | |
| 44 | Wells Fargo & Co COM | $2.3M | 27.3K | 0.6% | ▼−0.7% Reduced · −181 sh | |
| 45 | CSW Industrials Inc COM | $2.2M | 8.1K | 0.6% | ▲~0% Added · +3 sh | |
| 46 | Oracle Corp COM | $2.2M | 15.3K | 0.6% | ▲+0.5% Added · +71 sh | |
| 47 | Dimensional ETF Trust INTL CORE EQT MK | $2.2M | 53.7K | 0.5% | ▲+13% Added · +6K sh | |
| 48 | Caterpillar Inc COM | $2.2M | 2.0K | 0.5% | ▲+0.7% Added · +15 sh | |
| 49 | NextEra Energy Inc COM | $1.9M | 21.4K | 0.5% | ▲+0.9% Added · +187 sh | |
| 50 | Meta Platforms Inc CL A | $1.8M | 3.2K | 0.4% | ▼−0.3% Reduced · −10 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.