Leonard Rickey Investment Advisors P.L.L.C. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $494 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $72.1M, Schwab Fundamental U S Large C with a value of $35.6M, Vanguard Total Stock Market Et with a value of $33.8M, Dimensional ETF Tr U S Core Eq with a value of $33.7M, and Vanguard Ftse All World Ex Us with a value of $32.1M.
Examining the 13F form we can see an increase of $22.8M in the current position value, from $471M to 494M.
Below you can find more details about Leonard Rickey Investment Advisors P.L.L.C. portfolio as well as his latest detailed transactions.
Portfolio value
$494 Million
ETFs: $443 Million
Technology: $15.2 Million
Consumer Cyclical: $8.16 Million
Financial Services: $7.81 Million
Communication Services: $4.61 Million
Consumer Defensive: $4.5 Million
Healthcare: $3.72 Million
Industrials: $2.17 Million
Other: $1.99 Million
Stock Holdings Table Market Cap. of $200 Billions or more
