Leonard Rickey Investment Advisors P.L.L.C. Portfolio Holdings

Leonard Rickey Investment Advisors P.L.L.C.

  • $523 Million
  • Q3 2025

Leonard Rickey Investment Advisors P.L.L.C. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $523 Million distributed in 117 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 $74.3M, Schwab Fundamental U S Large C with a value of $38M, Vanguard Total Stock Market Et with a value of $36.8M, Dimensional ETF Tr U S Core Eq with a value of $35.4M, and Vanguard Ftse All World Ex Us with a value of $33.9M.

Examining the 13F form we can see an increase of $29.2M in the current position value, from $494M to 523M.

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 $523 Million
ETFs: $466 Million
Technology: $18.2 Million
Financial Services: $8.55 Million
Consumer Cyclical: $8.42 Million
Communication Services: $5.59 Million
Consumer Defensive: $4.66 Million
Healthcare: $4.46 Million
Industrials: $2.28 Million
Other: $2.28 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.06B
$209,000 0.04% of portfolio
4,676
Q3 2025 Added 2.66%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $523 Million
  • Prior Value $494 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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