Leonard Rickey Investment Advisors P.L.L.C.
•CIK: 1731447•Filing: Q4 2025
**Leonard Rickey Investment Advisors P.L.L.C.** manages $553M across a diversified portfolio of 115 positions. The fund exhibits significant allocations to core market indices and international exposure, notably holding IJH at $75.3M and VEU at $34.3M. Top holdings also include substantial positions in FNDX ($40.3M), VTI ($38.5M), and DFAC ($36.8M). This structure suggests a systematic, multi-asset approach targeting broad market capture and tactical sector overweighting.
Total AUM
$553.0M
QoQ Performance
+4.1%
Positions
83
Top 10 Concentration
63.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IJH
FNDX
VTI
DFAC
VEU
VTIP
IJH13.6%
FNDX7.3%
VTI7.0%
DFAC6.7%
VEU6.2%
VTIP6.1%
VCSH4.4%
VXUS4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.0%
Technology3.4%
Consumer2.0%
Financial1.5%
ETF0.9%
Industrial0.4%
Healthcare0.3%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW5 new positions
↑67 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023