Leonard Rickey Investment Advisors P.L.L.C
$637M 13F equity value
133 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Leonard Rickey Investment Advisors P.L.L.C covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IJH | ISHARES TR | 1,048,475 | $81M | 12.7% |
| FNDX | SCHWAB STRATEGIC TR | 1,530,215 | $48M | 7.5% |
| VTI | VANGUARD INDEX FDS | 125,610 | $46M | 7.3% |
| DFAC | DIMENSIONAL ETF TRUST | 923,750 | $41M | 6.4% |
| VTIP | VANGUARD MALVERN FDS | 791,967 | $40M | 6.2% |
| SGOV | ISHARES TR | 348,375 | $35M | 5.5% |
| VCRB | VANGUARD MALVERN FDS | 438,604 | $34M | 5.3% |
| VEU | VANGUARD INTL EQUITY INDEX F | 389,761 | $33M | 5.1% |
| VXUS | VANGUARD STAR FDS | 356,067 | $30M | 4.8% |
| VCSH | VANGUARD SCOTTSDALE FDS | 325,334 | $26M | 4.0% |
Track Leonard Rickey Investment Advisors P.L.L.C's 13F portfolio: $637M in reported holdings, 133 positions. Top holdings and quarterly changes on SentiSense.
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