DOSSIER · 13F-HR · Q1 2026

JRM Investment Counsel, LLC

JRM Investment Counsel's family office based in New York, NY $375M in tracked AUM across 21 positions as of Q1 2026.

JI
JRM Investment Counsel·New York, NY·Family Office
CIK 0001631084 · last filed Mar 31, 2026
Total AUM
$375M
12.8%
vs prior
Holdings
21
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

JRM Investment Counsel, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$97M203K25.9%
02
AVLV
AMERICAN CENTY ETF TR
$43M532K11.4%
03
VEA
VANGUARD TAX-MANAGED FDS
$40M632K10.8%
04
AVUS
AMERICAN CENTY ETF TR
$34M310K9.2%
05
AVEM
AMERICAN CENTY ETF TR
$27M337K7.2%
06
AVUV
AMERICAN CENTY ETF TR
$23M206K6.1%
07
AVDE
AMERICAN CENTY ETF TR
$22M256K5.8%
08
EPD
ENTERPRISE PRODS PARTNERS L
$21M553K5.6%
09
AVDV
AMERICAN CENTY ETF TR
$17M172K4.6%
10
RGR
STURM RUGER & CO INC
$16M397K4.2%

Filing history

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