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Filers›Asset Manager›Leonard Rickey Investment Advisors P.L.L.C.
DOSSIER · 13F-HR · Q1 2026

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

Leonard Rickey Investment P.L.L.C.'s asset manager based in New York, NY — $578M in tracked AUM across 118 positions as of Q1 2026.

LR
Leonard Rickey Investment P.L.L.C.·New York, NY·Asset Manager
CIK 0001731447 · last filed Mar 31, 2026
Total AUM
$578M
▼ 6.4%
vs prior
Holdings
118
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Leonard Rickey Investment Advisors P.L.L.C. 13F Filing
1. Portfolio Overview

Leonard Rickey Investment Advisors P.L.L.C. has reported a substantial transformation in its portfolio composition for the period ending December 31, 2025. The total portfolio value surged by 307.4%, growing from $135.75 million to $553.05 million. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows, a major consolidation of reporting entities,...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IJH
ISHARES TR
$76M1.1M13.2%
02
SGOV
ISHARES TR
$42M415K7.2%
03
FNDX
SCHWAB STRATEGIC TR
$42M1.5M7.2%
04
DFAC
DIMENSIONAL ETF TRUST
$39M1.0M6.7%
05
VTIP
VANGUARD MALVERN FDS
$36M717K6.2%
06
VEU
VANGUARD INTL EQUITY INDEX F
$35M461K6.0%
07
VTI
VANGUARD INDEX FDS
$30M93K5.2%
08
VCRB
VANGUARD MALVERN FDS
$29M381K5.1%
09
VXUS
VANGUARD STAR FDS
$25M328K4.4%
10
VCSH
VANGUARD SCOTTSDALE FDS
$24M307K4.2%

Filing history

Filing history loading…
AI Agent · grounded in Leonard
haiku-4-5 · 118 positions indexed
Sector mix
  • Financials27%
  • Health Care6%
  • Cons. Disc.43%
  • Communications6%
  • Industrials12%
  • Other6%
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