JRM Investment Counsel, LLC

OMAHA, NE · CIK 1631084 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2006 · limited liability company

Assets managed$649.4m
Staff3 · 3 in investment roles
Main clients (by assets)Companies 55%, High net worth individuals 44%
Websitejrminvestmentcounsel.com
Form ADV · 2026-03-31SEC adviser record

Kindinstitutions
Others nearbyOffutt Afb, NE

$413.3m reported value +10.1% vs Q1 2026

21positions

91.3%in top 10

0 new 9 added 8 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	202,508	$101.3m24.52%	24.52%	Reduced -360	-360 -0.2%
2	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	541,727	$49.4m11.96%	11.96%	Added +9.6k	+9,558 1.8%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	618,971	$44.1m10.67%	10.67%	Reduced -13.0k	-12,997 -2.1%
4	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	301,331	$38.6m9.34%	9.34%	Reduced -9.0k	-8,965 -2.9%
5	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	337,757	$32.6m7.89%	7.89%	Added +1.1k	+1,056 0.3%
6	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	215,990	$26.9m6.52%	6.52%	Added +9.6k	+9,578 4.6%
7	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	260,135	$23.2m5.61%	5.61%	Added +3.8k	+3,844 1.5%
8	STURM RUGER & CO INC COM RGR	RGR	610,000	$23.1m5.59%	5.59%	Added +213.0k	+213,000 53.6%
9	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	549,345	$20.2m4.89%	4.89%	Reduced -3.9k	-3,939 -0.7%
10	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	175,220	$18.1m4.37%	4.37%	Added +3.3k	+3,301 1.9%
11	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	22	$16.5m3.99%	3.99%	Unchanged
12	PLAINS GP HLDGS L P LTD PARTNR INT A PAGP	PAGP	255,000	$6.2m1.50%	1.50%	Unchanged
13	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	83,898	$4.2m1.02%	1.02%	Reduced -6.2k	-6,205 -6.9%
14	WELLS FARGO CO NEW PERP PFD CNV A WFC 7.5 PERP L	WFC 7.5 PERP L	1,881	$2.2m0.53%	0.53%	Added +31	+31 1.7%
15	TC ENERGY CORP COM TRP	TRP	27,000	$1.8m0.43%	0.43%	Unchanged
16	APPLE INC COM AAPL	AAPL	4,971	$1.4m0.35%	0.35%	Reduced -620	-620 -11.1%
17	ISHARES TR CORE MSCI EAFE IEFA	IEFA	12,481	$1.2m0.29%	0.29%	Added +20	+20 0.2%
18	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	4,344	$1.0m0.25%	0.25%	Reduced -72	-72 -1.6%
19	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	466	$584.0k0.14%	0.14%	Added +5	+5 1.1%
20	UNION PAC CORP COM UNP	UNP	1,265	$344.1k0.08%	0.08%	Unchanged
21	BLACKSTONE INC COM BX	BX	2,741	$322.5k0.08%	0.08%	Reduced -45	-45 -1.6%