JRM Investment Counsel, LLC — 13F holdings

JRM Investment Counsel, LLC reported 21 holdings worth $413M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. BRK.B BERKSHIRE HATHAWAY INC DEL — $101M (24.5%)
  2. AVLV AMERICAN CENTY ETF TR — $49.4M (12.0%)
  3. VEA VANGUARD TAX-MANAGED FDS — $44.1M (10.7%)
  4. AVUS AMERICAN CENTY ETF TR — $38.6M (9.3%)
  5. AVEM AMERICAN CENTY ETF TR — $32.6M (7.9%)
  6. AVUV AMERICAN CENTY ETF TR — $26.9M (6.5%)
  7. AVDE AMERICAN CENTY ETF TR — $23.2M (5.6%)
  8. RGR STURM RUGER & CO INC — $23.1M (5.6%)
  9. EPD ENTERPRISE PRODS PARTNERS L — $20.2M (4.9%)
  10. AVDV AMERICAN CENTY ETF TR — $18.1M (4.4%)