JRM Investment Counsel
JRM Investment Counsel reported 21 stocks worth $413M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BRK.B (24.5%), AVLV (12.0%) and VEA (10.7%). Compared with Q1 2026, the fund added to AVLV, AVEM and AVUV and trimmed BRK.B, VEA and AVUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $101M | 24.5% | 203K | −360 (−0%) | 8 of 8 | |
| 2 |  AVLV American Centy ETF TR | $49.4M | 12.0% | 542K | +9,558 (+2%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $44.1M | 10.7% | 619K | −13K (−2%) | 8 of 8 | |
| 4 |  AVUS Avantis U.s. Equity ETF | $38.6M | 9.3% | 301K | −8,965 (−3%) | 8 of 8 | |
| 5 |  AVEM American Centy ETF TR | $32.6M | 7.9% | 338K | +1,056 (+0%) | 8 of 8 | |
| 6 |  AVUV American Centy ETF TR | $26.9M | 6.5% | 216K | +9,578 (+5%) | 8 of 8 | |
| 7 |  AVDE American Centy ETF TR | $23.2M | 5.6% | 260K | +3,844 (+1%) | 5 of 8 | |
| 8 |  RGR Sturm Ruger | $23.1M | 5.6% | 610K | +213K (+54%) | 2 of 8 | |
| 9 |  EPD Enterprise Products | $20.2M | 4.9% | 549K | −3,939 (−1%) | 8 of 8 | |
| 10 |  AVDV Avantis International Small Cap Value ETF | $18.1M | 4.4% | 175K | +3,301 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →JRM Investment Counsel 13F FAQ
What does JRM Investment Counsel own?
JRM Investment Counsel reported 21 stocks worth $413M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BRK.B (24.5%), AVLV (12.0%) and VEA (10.7%). The table above lists every position in the filing (the top 10 without an account).
What did JRM Investment Counsel buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 9 added to, 8 trimmed and 0 sold out.
When will JRM Investment Counsel file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is JRM Investment Counsel's portfolio worth?
The Q2 2026 filing reports $413M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.