JRM Investment Counsel, LLC 13F Holdings · Q2 2026
JRM Investment Counsel, LLC reported 21 securities worth $413.30M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (24.52%), AVLV (11.96%), VEA (10.67%). Among its top 25 positions this quarter: 9 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $101.3M | 24.52% | 202,508 | Trimmed |
| 2 | AVLV | AMERICAN CENTY ETF TR | $49.4M | 11.96% | 541,727 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $44.1M | 10.67% | 618,971 | Trimmed |
| 4 | AVUS | AMERICAN CENTY ETF TR | $38.6M | 9.34% | 301,331 | Trimmed |
| 5 | AVEM | AMERICAN CENTY ETF TR | $32.6M | 7.89% | 337,757 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $26.9M | 6.52% | 215,990 | Added |
| 7 | AVDE | AMERICAN CENTY ETF TR | $23.2M | 5.61% | 260,135 | Added |
| 8 | RGR | STURM RUGER & CO INC | $23.1M | 5.59% | 610,000 | Added |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | $20.2M | 4.89% | 549,345 | Trimmed |
| 10 | AVDV | AMERICAN CENTY ETF TR | $18.1M | 4.37% | 175,220 | Added |
| 11 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $16.5M | 3.99% | 22 | Hold |
| 12 | PAGP | PLAINS GP HLDGS L P | $6.2M | 1.50% | 255,000 | Hold |
| 13 | SPDW | SPDR INDEX SHS FDS | $4.2M | 1.02% | 83,898 | Trimmed |
| 14 | WFC/PRL | WELLS FARGO & CO | $2.2M | 0.53% | 1,881 | Added |
| 15 | TRP | TC ENERGY CORP | $1.8M | 0.43% | 27,000 | Hold |
| 16 | AAPL | APPLE INC | $1.4M | 0.35% | 4,971 | Trimmed |
| 17 | IEFA | ISHARES TR | $1.2M | 0.29% | 12,481 | Added |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $1.0M | 0.25% | 4,344 | Trimmed |
| 19 | BAC-PL | BANK OF AMER CORP | $584,029 | 0.14% | 466 | Added |
| 20 | BX | BLACKSTONE INC | $322,509 | 0.08% | 2,741 | Trimmed |
| 21 | UNP | UNION PAC CORP | $344,080 | 0.08% | 1,265 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR