# EDGAR Filing Document

**Accession Number:** 0001731447
**File Stem:** 0001731447-26-000003
**Filing Date:** 2026-4
**Character Count:** 15391
**Document Hash:** 4ad45175f05562fd814467a95cf6877e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001731447-26-000003.hdr.sgml**: 20260408

**ACCESSION NUMBER**: 0001731447-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260408

**DATE AS OF CHANGE**: 20260408

**EFFECTIVENESS DATE**: 20260408

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Leonard Rickey Investment Advisors P.L.L.C.
- **CENTRAL INDEX KEY:** 0001731447

**ORGANIZATION NAME:**
- **EIN:** 912094106
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18577
- **FILM NUMBER:** 26847224

**BUSINESS ADDRESS:**
- **STREET 1:** 3908 CREEKSIDE LOOP, SUITE 100
- **CITY:** YAKIMA
- **STATE:** WA
- **ZIP:** 98902
- **BUSINESS PHONE:** 509-972-3686

**MAIL ADDRESS:**
- **STREET 1:** 3908 CREEKSIDE LOOP, SUITE 100
- **CITY:** YAKIMA
- **STATE:** WA
- **ZIP:** 98902

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Leonard Rickey Investment Advisors P.L.L.C.<br>**Address:** 3908 CREEKSIDE LOOP SUITE 100<br>YAKIMA, WA 98902

**Form 13F File Number:** 028-18577

**CRD Number (if applicable):** 000116891

**SEC File Number (if applicable):** 801-77834

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Matthew Hargreaves<br>**Title:** CIO<br>**Phone:** 509-972-3686

**Signature, Place, and Date of Signing:**

Matthew Hargreaves  Yakima, WA  04-08-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 118

**Form 13F Information Table Value Total:** $577873691

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 488962 | 2248 | SH |  | SOLE |  | 0 | 0 | 2248 |
| AIRBNB INC | COM CL A | 009066101 |  | 209246 | 1657 | SH |  | SOLE |  | 0 | 0 | 1657 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2259221 | 7857 | SH |  | SOLE |  | 0 | 0 | 7857 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 970427 | 3383 | SH |  | SOLE |  | 0 | 0 | 3383 |
| AMAZON COM INC | COM | 023135106 |  | 4580174 | 21992 | SH |  | SOLE |  | 0 | 0 | 21992 |
| AMEREN CORP | COM | 023608102 |  | 204092 | 1857 | SH |  | SOLE |  | 0 | 0 | 1857 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072315 |  | 374889 | 5632 | SH |  | SOLE |  | 0 | 0 | 5632 |
| ANALOG DEVICES INC | COM | 032654105 |  | 538346 | 1692 | SH |  | SOLE |  | 0 | 0 | 1692 |
| AON PLC | SHS CL A | G0403H108 |  | 228851 | 709 | SH |  | SOLE |  | 0 | 0 | 709 |
| APPLE INC | COM | 037833100 |  | 2961086 | 11667 | SH |  | SOLE |  | 0 | 0 | 11667 |
| APPLIED MATLS INC | COM | 038222105 |  | 819255 | 2397 | SH |  | SOLE |  | 0 | 0 | 2397 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 601906 | 5074 | SH |  | SOLE |  | 0 | 0 | 5074 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 500663 | 3184 | SH |  | SOLE |  | 0 | 0 | 3184 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3008032 | 6277 | SH |  | SOLE |  | 0 | 0 | 6277 |
| BOEING CO | COM | 097023105 |  | 456177 | 2292 | SH |  | SOLE |  | 0 | 0 | 2292 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 858731 | 204 | SH |  | SOLE |  | 0 | 0 | 204 |
| BROADCOM INC | COM | 11135F101 |  | 800314 | 2586 | SH |  | SOLE |  | 0 | 0 | 2586 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 |  | 201547 | 4136 | SH |  | SOLE |  | 0 | 0 | 4136 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 3864566 | 115810 | SH |  | SOLE |  | 0 | 0 | 115810 |
| CATERPILLAR INC | COM | 149123101 |  | 2138838 | 3019 | SH |  | SOLE |  | 0 | 0 | 3019 |
| CENCORA INC | COM | 03073E105 |  | 265456 | 845 | SH |  | SOLE |  | 0 | 0 | 845 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 206275 | 1444 | SH |  | SOLE |  | 0 | 0 | 1444 |
| CHEVRON CORPORATION | COM | 166764100 |  | 307176 | 1485 | SH |  | SOLE |  | 0 | 0 | 1485 |
| CISCO SYS INC | COM | 17275R102 |  | 233888 | 3014 | SH |  | SOLE |  | 0 | 0 | 3014 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 727773 | 5513 | SH |  | SOLE |  | 0 | 0 | 5513 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 2909684 | 2920 | SH |  | SOLE |  | 0 | 0 | 2920 |
| DANAHER CORP DEL | COM | 235851102 |  | 241221 | 1272 | SH |  | SOLE |  | 0 | 0 | 1272 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 210155 | 1072 | SH |  | SOLE |  | 0 | 0 | 1072 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 38876052 | 1000413 | SH |  | SOLE |  | 0 | 0 | 1000413 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 292257 | 8603 | SH |  | SOLE |  | 0 | 0 | 8603 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 17480036 | 505934 | SH |  | SOLE |  | 0 | 0 | 505934 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 382324 | 5375 | SH |  | SOLE |  | 0 | 0 | 5375 |
| DISNEY WALT CO | COM | 254687106 |  | 302125 | 3135 | SH |  | SOLE |  | 0 | 0 | 3135 |
| ECOLAB INC | COM | 278865100 |  | 212488 | 799 | SH |  | SOLE |  | 0 | 0 | 799 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 428418 | 1463 | SH |  | SOLE |  | 0 | 0 | 1463 |
| ELI LILLY  CO | COM | 532457108 |  | 364159 | 396 | SH |  | SOLE |  | 0 | 0 | 396 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1598502 | 9422 | SH |  | SOLE |  | 0 | 0 | 9422 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 495663 | 1444 | SH |  | SOLE |  | 0 | 0 | 1444 |
| GOLD ROYALTY CORP | COMMON SHARES | 38071H106 |  | 35800 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| HEICO CORP NEW | COM | 422806109 |  | 300797 | 1097 | SH |  | SOLE |  | 0 | 0 | 1097 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 254301 | 5350 | SH |  | SOLE |  | 0 | 0 | 5350 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 336475 | 1973 | SH |  | SOLE |  | 0 | 0 | 1973 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 18737526 | 212540 | SH |  | SOLE |  | 0 | 0 | 212540 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 396977 | 3276 | SH |  | SOLE |  | 0 | 0 | 3276 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 414956 | 2913 | SH |  | SOLE |  | 0 | 0 | 2913 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 621089 | 8232 | SH |  | SOLE |  | 0 | 0 | 8232 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 707512 | 4561 | SH |  | SOLE |  | 0 | 0 | 4561 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 4087033 | 47173 | SH |  | SOLE |  | 0 | 0 | 47173 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 762855 | 16043 | SH |  | SOLE |  | 0 | 0 | 16043 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 11929378 | 112382 | SH |  | SOLE |  | 0 | 0 | 112382 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 6982198 | 151163 | SH |  | SOLE |  | 0 | 0 | 151163 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 15748699 | 169816 | SH |  | SOLE |  | 0 | 0 | 169816 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 1092073 | 43570 | SH |  | SOLE |  | 0 | 0 | 43570 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 523345 | 4210 | SH |  | SOLE |  | 0 | 0 | 4210 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 3237506 | 31663 | SH |  | SOLE |  | 0 | 0 | 31663 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 932991 | 2188 | SH |  | SOLE |  | 0 | 0 | 2188 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 357892 | 3164 | SH |  | SOLE |  | 0 | 0 | 3164 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 76427472 | 1131756 | SH |  | SOLE |  | 0 | 0 | 1131756 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 41778214 | 415043 | SH |  | SOLE |  | 0 | 0 | 415043 |
| ISHARES TR | ESG ADVANCED UNI | 46436E619 |  | 1843905 | 42389 | SH |  | SOLE |  | 0 | 0 | 42389 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1325280 | 2029 | SH |  | SOLE |  | 0 | 0 | 2029 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 333025 | 1362 | SH |  | SOLE |  | 0 | 0 | 1362 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 |  | 208048 | 1589 | SH |  | SOLE |  | 0 | 0 | 1589 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1375776 | 4677 | SH |  | SOLE |  | 0 | 0 | 4677 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 236094 | 1105 | SH |  | SOLE |  | 0 | 0 | 1105 |
| MARATHON PETE CORP | COM | 56585A102 |  | 345115 | 1413 | SH |  | SOLE |  | 0 | 0 | 1413 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 350827 | 702 | SH |  | SOLE |  | 0 | 0 | 702 |
| MCDONALDS CORP | COM | 580135101 |  | 384175 | 1236 | SH |  | SOLE |  | 0 | 0 | 1236 |
| MCKESSON CORP | COM | 58155Q103 |  | 533468 | 616 | SH |  | SOLE |  | 0 | 0 | 616 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 445814 | 5145 | SH |  | SOLE |  | 0 | 0 | 5145 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1413059 | 2470 | SH |  | SOLE |  | 0 | 0 | 2470 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 4658128 | 13788 | SH |  | SOLE |  | 0 | 0 | 13788 |
| MICROSOFT CORP | COM | 594918104 |  | 5317309 | 14365 | SH |  | SOLE |  | 0 | 0 | 14365 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 702917 | 4602 | SH |  | SOLE |  | 0 | 0 | 4602 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1397790 | 8015 | SH |  | SOLE |  | 0 | 0 | 8015 |
| OMNICOM GROUP INC | COM | 681919106 |  | 277791 | 3689 | SH |  | SOLE |  | 0 | 0 | 3689 |
| ORACLE CORP | COM | 68389X105 |  | 468744 | 3186 | SH |  | SOLE |  | 0 | 0 | 3186 |
| PEPSICO INC | COM | 713448108 |  | 305588 | 1968 | SH |  | SOLE |  | 0 | 0 | 1968 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 950421 | 5748 | SH |  | SOLE |  | 0 | 0 | 5748 |
| RTX CORPORATION | COM | 75513E101 |  | 336539 | 1745 | SH |  | SOLE |  | 0 | 0 | 1745 |
| SANOFI SA | SPONSORED ADR | 80105N105 |  | 229344 | 4760 | SH |  | SOLE |  | 0 | 0 | 4760 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 946720 | 10074 | SH |  | SOLE |  | 0 | 0 | 10074 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 |  | 4769054 | 175333 | SH |  | SOLE |  | 0 | 0 | 175333 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 228617 | 8591 | SH |  | SOLE |  | 0 | 0 | 8591 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 41775071 | 1500003 | SH |  | SOLE |  | 0 | 0 | 1500003 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 218424 | 3566 | SH |  | SOLE |  | 0 | 0 | 3566 |
| STARBUCKS CORP | COM | 855244109 |  | 412273 | 4602 | SH |  | SOLE |  | 0 | 0 | 4602 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1345242 | 2069 | SH |  | SOLE |  | 0 | 0 | 2069 |
| STRATEGY SHS | DAY HAGAN SMART | 86280R803 |  | 320605 | 6867 | SH |  | SOLE |  | 0 | 0 | 6867 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 630047 | 1864 | SH |  | SOLE |  | 0 | 0 | 1864 |
| TESLA INC | COM | 88160R101 |  | 779560 | 2097 | SH |  | SOLE |  | 0 | 0 | 2097 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 241064 | 208 | SH |  | SOLE |  | 0 | 0 | 208 |
| UNILEVER PLC | SPON ADR NEW | 904767803 |  | 363810 | 6386 | SH |  | SOLE |  | 0 | 0 | 6386 |
| UNION PAC CORP | COM | 907818108 |  | 203197 | 838 | SH |  | SOLE |  | 0 | 0 | 838 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1904928 | 25868 | SH |  | SOLE |  | 0 | 0 | 25868 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 586275 | 2041 | SH |  | SOLE |  | 0 | 0 | 2041 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 29926618 | 93285 | SH |  | SOLE |  | 0 | 0 | 93285 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1885814 | 9612 | SH |  | SOLE |  | 0 | 0 | 9612 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 20200450 | 46248 | SH |  | SOLE |  | 0 | 0 | 46248 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 839246 | 4078 | SH |  | SOLE |  | 0 | 0 | 4078 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1907307 | 3192 | SH |  | SOLE |  | 0 | 0 | 3192 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 385815 | 5100 | SH |  | SOLE |  | 0 | 0 | 5100 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 5173781 | 37404 | SH |  | SOLE |  | 0 | 0 | 37404 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 34629737 | 461115 | SH |  | SOLE |  | 0 | 0 | 461115 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 29467529 | 380816 | SH |  | SOLE |  | 0 | 0 | 380816 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 35826201 | 717241 | SH |  | SOLE |  | 0 | 0 | 717241 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 6011829 | 120502 | SH |  | SOLE |  | 0 | 0 | 120502 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 24327258 | 306891 | SH |  | SOLE |  | 0 | 0 | 306891 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1233966 | 5738 | SH |  | SOLE |  | 0 | 0 | 5738 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 25329629 | 328487 | SH |  | SOLE |  | 0 | 0 | 328487 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1383534 | 21591 | SH |  | SOLE |  | 0 | 0 | 21591 |
| VANGUARD WELLINGTON FD | US MINIMUM | 921935409 |  | 218055 | 1637 | SH |  | SOLE |  | 0 | 0 | 1637 |
| VANGUARD WELLINGTON FD | US VALUE FACTR | 921935805 |  | 213357 | 1585 | SH |  | SOLE |  | 0 | 0 | 1585 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 1568223 | 13968 | SH |  | SOLE |  | 0 | 0 | 13968 |
| VISA INC | COM CL A | 92826C839 |  | 863631 | 2857 | SH |  | SOLE |  | 0 | 0 | 2857 |
| WALMART INC | COM | 931142103 |  | 393735 | 3168 | SH |  | SOLE |  | 0 | 0 | 3168 |
| WELLS FARGO  CO | COM | 949746101 |  | 458812 | 5763 | SH |  | SOLE |  | 0 | 0 | 5763 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 |  | 201056 | 1535 | SH |  | SOLE |  | 0 | 0 | 1535 |

---