← Back to Discover
JRM Investment Counsel, LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $413,299,533
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $101,332,978
- AMERICAN CENTY ETF TR · US LARGE CAP VLU · 025072349 · shares: $49,410,922
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $44,101,700
- AMERICAN CENTY ETF TR · US EQT ETF · 025072885 · shares: $38,594,447
- AMERICAN CENTY ETF TR · AVANTIS EMGMKT · 025072604 · shares: $32,590,197
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $26,946,946
- AMERICAN CENTY ETF TR · INTL EQT ETF · 025072703 · shares: $23,204,036
- STURM RUGER & CO INC · COM · 864159108 · shares: $23,088,500
- ENTERPRISE PRODS PARTNERS L · COM · 293792107 · shares: $20,193,924
- AMERICAN CENTY ETF TR · INTL SMCP VLU · 025072802 · shares: $18,056,405
Reported holdings
21 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 202,508 shares | $101,332,978 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 541,727 shares | $49,410,922 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 618,971 shares | $44,101,700 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 301,331 shares | $38,594,447 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 337,757 shares | $32,590,197 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 215,990 shares | $26,946,946 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 260,135 shares | $23,204,036 |
| STURM RUGER & CO INC | COM | 864159108 | — | 610,000 shares | $23,088,500 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 549,345 shares | $20,193,924 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 175,220 shares | $18,056,405 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 22 shares | $16,474,700 |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | — | 255,000 shares | $6,188,850 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 83,898 shares | $4,227,637 |
| WELLS FARGO & CO | PERP PFD CNV A | 949746804 | — | 1,881 shares | $2,176,158 |
| TC ENERGY CORP | COM | 87807B107 | — | 27,000 shares | $1,789,830 |
| APPLE INC | COM | 037833100 | — | 4,971 shares | $1,438,448 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 12,481 shares | $1,205,448 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 4,344 shares | $1,027,789 |
| BANK OF AMER CORP | 7.25%CNV PFD L | 060505682 | — | 466 shares | $584,029 |
| UNION PAC CORP | COM | 907818108 | — | 1,265 shares | $344,080 |
| BLACKSTONE INC | COM | 09260D107 | — | 2,741 shares | $322,509 |