StockDriftsStockDriftsTop 50 Leonard Rickey Investment Advisors P.L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 12.7% | 1.05M | $80.8M | -7.36%(-83.28K) | $38.27(+105.25%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 7.47% | 1.53M | $47.6M | +2.01%(+30.21K) | $17.60(+84.92%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.3% | 125.6K | $46.5M | +34.65%(+32.33K) | $242.62(+58.01%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.44% | 923.8K | $41.0M | -7.66%(-76.66K) | $34.22(+34.54%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 6.25% | 792.0K | $39.8M | +10.42%(+74.73K) | $48.45(+2.60%) | 2026-06-30 | |
| SGOV | ISHARES TR | 5.51% | 348.4K | $35.1M | -16.06%(-66.67K) | $100.56(+0.00%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 5.32% | 438.6K | $33.9M | +15.17%(+57.79K) | $77.45(-1.82%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.13% | 389.8K | $32.6M | -15.47%(-71.35K) | $54.55(+57.91%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.78% | 356.1K | $30.4M | +8.40%(+27.58K) | $60.33(+46.08%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.04% | 325.3K | $25.7M | +6.01%(+18.44K) | $76.92(+2.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.42% | +38.33% | +5.47% | +30.50% |
| Top 20 Holdings Unweighted | +11.61% | +39.02% | +6.29% | +35.66% |
Leonard Rickey Investment Advisors P.L.L.C. reports $636.79M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are IJH (12.7%), FNDX (7.5%) and VTI (7.3%). The top 20 holdings account for 84.87% of reported assets. Its disclosed equity book has returned +38.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leonard Rickey Investment Advisors P.L.L.C.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731447). View Leonard Rickey Investment Advisors P.L.L.C.’s 13F filings on SEC