Filed: 5/14/2025ACC: 0001631084-25-000002
📋 What this filing means
JRM INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $293.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$293.37M
Total AUM (reported)
2.96M
Total Shares
Allocation by class
CL B NEW$101.89M34.7%
US LARGE CAP VLU$30.96M10.6%
VAN FTSE DEV MKT$30.06M10.2%
US EQT ETF$28.29M9.6%
COM$23.80M8.1%
CL A$17.57M6.0%
AVANTIS EMGMKT$15.31M5.2%
Portfolio Concentration
Top 3$162.91M55.5%
4–10$109.03M37.2%
11–25$21.43M7.3%
Top 3 weight
55.5%
Top 10 weight
92.7%
Voting Authority Distribution
Total shares with voting rights: 2.96M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.96M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings20
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares191.31K
TypeSH
Market value$101.89M
34.73%
Sole
0.00
Shared
0.00
None
191.31K
AMERICAN CENTY ETF TR
SOLEShares474.80K
TypeSH
Market value$30.96M
10.55%
Sole
0.00
Shared
0.00
None
474.80K
VANGUARD TAX-MANAGED FDS
SOLEShares591.38K
TypeSH
Market value$30.06M
10.25%
Sole
0.00
Shared
0.00
None
591.38K
AMERICAN CENTY ETF TR
SOLEShares306.22K
TypeSH
Market value$28.29M
9.64%
Sole
0.00
Shared
0.00
None
306.22K
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.00
TypeSH
Market value$17.57M
5.99%
Sole
0.00
Shared
0.00
None
22.00
ENTERPRISE PRODS PARTNERS L
SOLEShares477.98K
TypeSH
Market value$16.32M
5.56%
Sole
0.00
Shared
0.00
None
477.98K
AMERICAN CENTY ETF TR
SOLEShares254.48K
TypeSH
Market value$15.31M
5.22%
Sole
0.00
Shared
0.00
None
254.48K
AMERICAN CENTY ETF TR
SOLEShares157.83K
TypeSH
Market value$13.76M
4.69%
Sole
0.00
Shared
0.00
None
157.83K
AMERICAN CENTY ETF TR
SOLEShares137.59K
TypeSH
Market value$9.60M
3.27%
Sole
0.00
Shared
0.00
None
137.59K
WELLS FARGO CO NEW
SOLEShares6.82K
TypeSH
Market value$8.19M
2.79%
Sole
0.00
Shared
0.00
None
6.82K
BANK AMERICA CORP
SOLEShares2.98K
TypeSH
Market value$3.67M
1.25%
Sole
0.00
Shared
0.00
None
2.98K
PLAINS GP HLDGS L P
SOLEShares164K
TypeSH
Market value$3.50M
1.19%
Sole
0.00
Shared
0.00
None
164K
SPDR INDEX SHS FDS
SOLEShares89.72K
TypeSH
Market value$3.27M
1.11%
Sole
0.00
Shared
0.00
None
89.72K
BLACKSTONE INC
SOLEShares22.99K
TypeSH
Market value$3.21M
1.10%
Sole
0.00
Shared
0.00
None
22.99K
APPLE INC
SOLEShares12.14K
TypeSH
Market value$2.70M
0.92%
Sole
0.00
Shared
0.00
None
12.14K
ISHARES TR
SOLEShares31.57K
TypeSH
Market value$2.39M
0.81%
Sole
0.00
Shared
0.00
None
31.57K
TC ENERGY CORP
SOLEShares27K
TypeSH
Market value$1.27M
0.43%
Sole
0.00
Shared
0.00
None
27K
VANGUARD SPECIALIZED FUNDS
SOLEShares4.51K
TypeSH
Market value$875.5K
0.30%
Sole
0.00
Shared
0.00
None
4.51K
UNION PAC CORP
SOLEShares1.26K
TypeSH
Market value$298.4K
0.10%
Sole
0.00
Shared
0.00
None
1.26K
VANGUARD INDEX FDS
SOLEShares850.00
TypeSH
Market value$233.6K
0.08%
Sole
0.00
Shared
0.00
None
850.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 191.31K | SH | $101.89M 34.73% | 0.00 | 0.00 | 191.31K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 474.80K | SH | $30.96M 10.55% | 0.00 | 0.00 | 474.80K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 591.38K | SH | $30.06M 10.25% | 0.00 | 0.00 | 591.38K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 306.22K | SH | $28.29M 9.64% | 0.00 | 0.00 | 306.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 22.00 | SH | $17.57M 5.99% | 0.00 | 0.00 | 22.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 477.98K | SH | $16.32M 5.56% | 0.00 | 0.00 | 477.98K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 254.48K | SH | $15.31M 5.22% | 0.00 | 0.00 | 254.48K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 157.83K | SH | $13.76M 4.69% | 0.00 | 0.00 | 157.83K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 137.59K | SH | $9.60M 3.27% | 0.00 | 0.00 | 137.59K |
WELLS FARGO CO NEWSOLE | PERP PFD CNV A | 6.82K | SH | $8.19M 2.79% | 0.00 | 0.00 | 6.82K |
BANK AMERICA CORPSOLE | 7.25%CNV PFD L | 2.98K | SH | $3.67M 1.25% | 0.00 | 0.00 | 2.98K |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 164K | SH | $3.50M 1.19% | 0.00 | 0.00 | 164K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 89.72K | SH | $3.27M 1.11% | 0.00 | 0.00 | 89.72K |
BLACKSTONE INCSOLE | COM | 22.99K | SH | $3.21M 1.10% | 0.00 | 0.00 | 22.99K |
APPLE INCSOLE | COM | 12.14K | SH | $2.70M 0.92% | 0.00 | 0.00 | 12.14K |
ISHARES TRSOLE | CORE MSCI EAFE | 31.57K | SH | $2.39M 0.81% | 0.00 | 0.00 | 31.57K |
TC ENERGY CORPSOLE | COM | 27K | SH | $1.27M 0.43% | 0.00 | 0.00 | 27K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.51K | SH | $875.5K 0.30% | 0.00 | 0.00 | 4.51K |
UNION PAC CORPSOLE | COM | 1.26K | SH | $298.4K 0.10% | 0.00 | 0.00 | 1.26K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 850.00 | SH | $233.6K 0.08% | 0.00 | 0.00 | 850.00 |