JRM Investment Counsel, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
JRM Investment Counsel, LLC 13F Holdings
CIK 0001631084 · OMAHA, NE
As of Sep 30, 2025, JRM Investment Counsel, LLC reported
21 positions worth $334.1M in its SEC Form 13F filing.
Top 21 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 198,831 |
|
00.0M29.92% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 619,537 | $37.1M | 11.11% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 487,352 | $35.2M | 10.54% |
| AVANTIS US EQUITY ETF | AVUS | — | 320,470 | $34.8M | 10.43% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 311,836 | $23.4M | 7.01% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 232,924 |
8.4M | 5.50% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 173,495 |
7.3M | 5.17% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 533,937 |
6.7M | 5.00% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 22 |
6.6M | 4.97% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 153,715 |
3.7M | 4.10% |
| PLAINS GP HOLDINGS LP | PAGP | Energy | 229,000 | $4.2M | 1.25% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 88,913 | $3.8M | 1.14% |
| CARLYLE GROUP INC | CG | Financial Services | 54,240 | $3.4M | 1.02% |
| WELLS FARGO & COMPANY | WFC-PL | Financial Services | 1,889 | $2.3M | 0.70% |
| APPLE INC | AAPL | Technology | 6,811 |
.7M | 0.52% |
| TC ENERGY CORP | TRP | Energy | 27,000 |
.5M | 0.44% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 16,462 |
.4M | 0.43% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 4,274 | $922.3K | 0.28% |
| BANK OF AMERICA CORP | BAC-PL | Financial Services | 569 | $728.9K | 0.22% |
| BLACKSTONE INC | BX | Financial Services | 3,384 | $578.2K | 0.17% |
| UNION PACIFIC CORP | UNP | Industrials | 1,265 | $299.0K | 0.09% |