ETF Holders

JRM Investment Counsel, LLC ETF holdings

Omaha, NE

Reported $239.4M in 10 ETFs in its Form 13F for June 30, 2026.

ETF value
$239.4M
ETFs held
10
Change from prior quarter
+12.4%
With price moves
ETFs as a share of its 13F
57.9%
of $413.3M

Top 10 of 10 ETF holdings

TickerFundValueSharesChange
AVLVAvantis US Large Cap Value ETF$49.4M541,727+9,558 shares
VEAVanguard FTSE Developed Markets ETF$44.1M618,971−12,997 shares
AVUSAvantis US Equity ETF$38.6M301,331−8,965 shares
AVEMAvantis Emerging Markets Equity ETF$32.6M337,757+1,056 shares
AVUVAvantis US Small Cap Value ETF$26.9M215,990+9,578 shares
AVDEAvantis International Equity ETF$23.2M260,135+3,844 shares
AVDVAvantis International Small Cap Value ETF$18.1M175,220+3,301 shares
SPDWState Street SPDR Portfolio Developed World ex-US ETF$4.2M83,898−6,205 shares
IEFAiShares Core MSCI EAFE ETF$1.2M12,481+20 shares
VIGVanguard Dividend Appreciation ETF$1.0M4,344−72 shares

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001631084. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does JRM Investment Counsel, LLC own?

JRM Investment Counsel, LLC reported 10 ETF positions worth $239.4M in its Form 13F for June 30, 2026. The largest was AVLV, at $49.4M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.