account_balance
Investment manager · 13F filer · SEC CIK 752365
Walter & Keenan Wealth Management LLC
Reported value$405Mas of Jun 30, 2026
Positions169 14 new, 1 sold out
Top 10 weight39.1%AAPL alone is 6%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.4%
LLYELI Lilly & Co
6.3%
GOOGAlphabet Inc.
5.0%
VTIVanguard Index FDS
3.6%
MSFTMicrosoft Corp
3.3%
JPMJPMorgan Chase & Co
3.2%
BRK-BBerkshire Hathaway Inc
2.9%
VOOVanguard Index FDS
2.9%Added +65%
CSCOCisco Systems, Inc.
2.7%
GOOGLAlphabet Inc.
2.7%
VIGVanguard Specialized Funds
2.6%
SCHBSchwab Strategic Tr
2.4%
AAPLApple Inc.
6.4%
LLYELI Lilly & Co
6.3%
GOOGAlphabet Inc.
5.0%
VTIVanguard Index FDS
3.6%
MSFTMicrosoft Corp
3.3%
JPMJPMorgan Chase & Co
3.2%
BRK-BBerkshire Hathaway Inc
2.9%
VOOVanguard Index FDS
2.9%
CSCOCisco Systems, Inc.
2.7%
GOOGLVIG2.6%
SCHB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.4% HeldLLY ELI Lilly & Co 6.3% HeldGOOG Alphabet Inc. 5.0% Held
VTI Vanguard Index FDS 3.6% Held
MSFT Microsoft Corp 3.3% HeldJPM JPMorgan Chase & Co 3.2% HeldBRK-B Berkshire Hathaway Inc 2.9% HeldVOO Vanguard Index FDS 2.9% Added +65%
CSCO Cisco Systems, Inc. 2.7% HeldGOOGL Alphabet Inc. 2.7% HeldVIG Vanguard Specialized Funds 2.6% Held
SCHB Schwab Strategic Tr 2.4% Held
What changed
Biggest moves since Mar 31, 2026
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