Filed: 8/13/2025ACC: 0001631084-25-000003
📋 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 $311.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$311.06M
Total AUM (reported)
3.36M
Total Shares
Allocation by class
CL B NEW$96.57M31.0%
VAN FTSE DEV MKT$35.53M11.4%
US LARGE CAP VLU$33.10M10.6%
US EQT ETF$32.73M10.5%
AVANTIS EMGMKT$20.51M6.6%
COM$20.45M6.6%
INTL EQT ETF$16.43M5.3%
Portfolio Concentration
Top 3$165.20M53.1%
4–10$128.10M41.2%
11–25$17.77M5.7%
Top 3 weight
53.1%
Top 10 weight
94.3%
Voting Authority Distribution
Total shares with voting rights: 3.36M
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
3.36M
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
SOLEShares198.79K
TypeSH
Market value$96.57M
31.04%
Sole
0.00
Shared
0.00
None
198.79K
VANGUARD TAX-MANAGED FDS
SOLEShares623.25K
TypeSH
Market value$35.53M
11.42%
Sole
0.00
Shared
0.00
None
623.25K
AMERICAN CENTY ETF TR
SOLEShares485.22K
TypeSH
Market value$33.10M
10.64%
Sole
0.00
Shared
0.00
None
485.22K
AMERICAN CENTY ETF TR
SOLEShares324.63K
TypeSH
Market value$32.73M
10.52%
Sole
0.00
Shared
0.00
None
324.63K
AMERICAN CENTY ETF TR
SOLEShares299.26K
TypeSH
Market value$20.51M
6.59%
Sole
0.00
Shared
0.00
None
299.26K
AMERICAN CENTY ETF TR
SOLEShares222K
TypeSH
Market value$16.43M
5.28%
Sole
0.00
Shared
0.00
None
222K
ENTERPRISE PRODS PARTNERS L
SOLEShares523.01K
TypeSH
Market value$16.22M
5.21%
Sole
0.00
Shared
0.00
None
523.01K
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.00
TypeSH
Market value$16.03M
5.15%
Sole
0.00
Shared
0.00
None
22.00
AMERICAN CENTY ETF TR
SOLEShares160.69K
TypeSH
Market value$14.64M
4.71%
Sole
0.00
Shared
0.00
None
160.69K
AMERICAN CENTY ETF TR
SOLEShares145.53K
TypeSH
Market value$11.54M
3.71%
Sole
0.00
Shared
0.00
None
145.53K
PLAINS GP HLDGS L P
SOLEShares219K
TypeSH
Market value$4.26M
1.37%
Sole
0.00
Shared
0.00
None
219K
SPDR INDEX SHS FDS
SOLEShares90.85K
TypeSH
Market value$3.68M
1.18%
Sole
0.00
Shared
0.00
None
90.85K
WELLS FARGO CO NEW
SOLEShares2.10K
TypeSH
Market value$2.46M
0.79%
Sole
0.00
Shared
0.00
None
2.10K
APPLE INC
SOLEShares6.96K
TypeSH
Market value$1.43M
0.46%
Sole
0.00
Shared
0.00
None
6.96K
ISHARES TR
SOLEShares16.81K
TypeSH
Market value$1.40M
0.45%
Sole
0.00
Shared
0.00
None
16.81K
TC ENERGY CORP
SOLEShares27K
TypeSH
Market value$1.32M
0.42%
Sole
0.00
Shared
0.00
None
27K
BLACKSTONE INC
SOLEShares8.03K
TypeSH
Market value$1.20M
0.39%
Sole
0.00
Shared
0.00
None
8.03K
VANGUARD SPECIALIZED FUNDS
SOLEShares4.42K
TypeSH
Market value$903.9K
0.29%
Sole
0.00
Shared
0.00
None
4.42K
BANK AMERICA CORP
SOLEShares682.00
TypeSH
Market value$827.0K
0.27%
Sole
0.00
Shared
0.00
None
682.00
UNION PAC CORP
SOLEShares1.26K
TypeSH
Market value$291.1K
0.09%
Sole
0.00
Shared
0.00
None
1.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 198.79K | SH | $96.57M 31.04% | 0.00 | 0.00 | 198.79K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 623.25K | SH | $35.53M 11.42% | 0.00 | 0.00 | 623.25K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 485.22K | SH | $33.10M 10.64% | 0.00 | 0.00 | 485.22K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 324.63K | SH | $32.73M 10.52% | 0.00 | 0.00 | 324.63K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 299.26K | SH | $20.51M 6.59% | 0.00 | 0.00 | 299.26K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 222K | SH | $16.43M 5.28% | 0.00 | 0.00 | 222K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 523.01K | SH | $16.22M 5.21% | 0.00 | 0.00 | 523.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 22.00 | SH | $16.03M 5.15% | 0.00 | 0.00 | 22.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 160.69K | SH | $14.64M 4.71% | 0.00 | 0.00 | 160.69K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 145.53K | SH | $11.54M 3.71% | 0.00 | 0.00 | 145.53K |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 219K | SH | $4.26M 1.37% | 0.00 | 0.00 | 219K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 90.85K | SH | $3.68M 1.18% | 0.00 | 0.00 | 90.85K |
WELLS FARGO CO NEWSOLE | PERP PFD CNV A | 2.10K | SH | $2.46M 0.79% | 0.00 | 0.00 | 2.10K |
APPLE INCSOLE | COM | 6.96K | SH | $1.43M 0.46% | 0.00 | 0.00 | 6.96K |
ISHARES TRSOLE | CORE MSCI EAFE | 16.81K | SH | $1.40M 0.45% | 0.00 | 0.00 | 16.81K |
TC ENERGY CORPSOLE | COM | 27K | SH | $1.32M 0.42% | 0.00 | 0.00 | 27K |
BLACKSTONE INCSOLE | COM | 8.03K | SH | $1.20M 0.39% | 0.00 | 0.00 | 8.03K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.42K | SH | $903.9K 0.29% | 0.00 | 0.00 | 4.42K |
BANK AMERICA CORPSOLE | 7.25%CNV PFD L | 682.00 | SH | $827.0K 0.27% | 0.00 | 0.00 | 682.00 |
UNION PAC CORPSOLE | COM | 1.26K | SH | $291.1K 0.09% | 0.00 | 0.00 | 1.26K |