JRM Investment Counsel, LLC - Portfolio overview

JRM Investment Counsel, LLC has 22 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 25.66%
2. AVLV - AMERICAN CENTY ETF TR, 11.32%
3. VEA - VANGUARD TAX-MANAGED FDS, 10.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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