# EDGAR Filing Document

**Accession Number:** 0001731447
**File Stem:** 0001731447-25-000008
**Filing Date:** 2025-10
**Character Count:** 15177
**Document Hash:** 7c1455dcd698069f8231762710d935fe
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001731447-25-000008.hdr.sgml**: 20251014

**ACCESSION NUMBER**: 0001731447-25-000008

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251014

**DATE AS OF CHANGE**: 20251014

**EFFECTIVENESS DATE**: 20251014

**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:** 251391067

**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:** 09-30-2025

**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  10-14-2025<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:** 117

**Form 13F Information Table Value Total:** $531069110

      (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 |
| MCDONALDS CORP | COM | 580135101 |  | 387497 | 1275 | SH |  | SOLE |  | 0 | 0 | 1275 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 21807728 | 296865 | SH |  | SOLE |  | 0 | 0 | 296865 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 267742 | 1294 | SH |  | SOLE |  | 0 | 0 | 1294 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1034273 | 2208 | SH |  | SOLE |  | 0 | 0 | 2208 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 455330 | 1335 | SH |  | SOLE |  | 0 | 0 | 1335 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 848141 | 17659 | SH |  | SOLE |  | 0 | 0 | 17659 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 461476 | 1652 | SH |  | SOLE |  | 0 | 0 | 1652 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 229433 | 7311 | SH |  | SOLE |  | 0 | 0 | 7311 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 250388 | 5538 | SH |  | SOLE |  | 0 | 0 | 5538 |
| ELI LILLY  CO | COM | 532457108 |  | 264701 | 347 | SH |  | SOLE |  | 0 | 0 | 347 |
| STRATEGY SHS | DAY HAGAN SMART | 86280R803 |  | 365560 | 7567 | SH |  | SOLE |  | 0 | 0 | 7567 |
| STARBUCKS CORP | COM | 855244109 |  | 465612 | 5504 | SH |  | SOLE |  | 0 | 0 | 5504 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1069053 | 9482 | SH |  | SOLE |  | 0 | 0 | 9482 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 439044 | 1359 | SH |  | SOLE |  | 0 | 0 | 1359 |
| ANALOG DEVICES INC | COM | 032654105 |  | 391457 | 1593 | SH |  | SOLE |  | 0 | 0 | 1593 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 834675 | 3427 | SH |  | SOLE |  | 0 | 0 | 3427 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 745898 | 4533 | SH |  | SOLE |  | 0 | 0 | 4533 |
| MICROSOFT CORP | COM | 594918104 |  | 7573939 | 14623 | SH |  | SOLE |  | 0 | 0 | 14623 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 36825253 | 112214 | SH |  | SOLE |  | 0 | 0 | 112214 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 |  | 4569193 | 177513 | SH |  | SOLE |  | 0 | 0 | 177513 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 228210 | 318 | SH |  | SOLE |  | 0 | 0 | 318 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 3939040 | 47700 | SH |  | SOLE |  | 0 | 0 | 47700 |
| HOME DEPOT INC | COM | 437076102 |  | 214126 | 528 | SH |  | SOLE |  | 0 | 0 | 528 |
| BROADCOM INC | COM | 11135F101 |  | 858796 | 2603 | SH |  | SOLE |  | 0 | 0 | 2603 |
| SANOFI SA | SPONSORED ADR | 80105N105 |  | 251724 | 5333 | SH |  | SOLE |  | 0 | 0 | 5333 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 478295 | 5022 | SH |  | SOLE |  | 0 | 0 | 5022 |
| AUTODESK INC | COM | 052769106 |  | 255724 | 805 | SH |  | SOLE |  | 0 | 0 | 805 |
| ISHARES TR | ESG ADV TTL USD | 46436E619 |  | 1977620 | 45028 | SH |  | SOLE |  | 0 | 0 | 45028 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 7326468 | 93438 | SH |  | SOLE |  | 0 | 0 | 93438 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1289794 | 1927 | SH |  | SOLE |  | 0 | 0 | 1927 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3057763 | 6082 | SH |  | SOLE |  | 0 | 0 | 6082 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 565770 | 5192 | SH |  | SOLE |  | 0 | 0 | 5192 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 5832642 | 116490 | SH |  | SOLE |  | 0 | 0 | 116490 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 735193 | 9707 | SH |  | SOLE |  | 0 | 0 | 9707 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 5197622 | 37719 | SH |  | SOLE |  | 0 | 0 | 37719 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 448836 | 3082 | SH |  | SOLE |  | 0 | 0 | 3082 |
| WALMART INC | COM | 931142103 |  | 335912 | 3259 | SH |  | SOLE |  | 0 | 0 | 3259 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 814514 | 5022 | SH |  | SOLE |  | 0 | 0 | 5022 |
| HEICO CORP NEW | COM | 422806109 |  | 325080 | 1007 | SH |  | SOLE |  | 0 | 0 | 1007 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 670229 | 6686 | SH |  | SOLE |  | 0 | 0 | 6686 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1056754 | 196 | SH |  | SOLE |  | 0 | 0 | 196 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 18430422 | 253270 | SH |  | SOLE |  | 0 | 0 | 253270 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 3704678 | 79312 | SH |  | SOLE |  | 0 | 0 | 79312 |
| AIRBNB INC | COM CL A | 009066101 |  | 239805 | 1975 | SH |  | SOLE |  | 0 | 0 | 1975 |
| CHEVRON CORP NEW | COM | 166764100 |  | 223092 | 1437 | SH |  | SOLE |  | 0 | 0 | 1437 |
| AMAZON COM INC | COM | 023135106 |  | 4526330 | 20615 | SH |  | SOLE |  | 0 | 0 | 20615 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 493211 | 4151 | SH |  | SOLE |  | 0 | 0 | 4151 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 900168 | 4300 | SH |  | SOLE |  | 0 | 0 | 4300 |
| ECOLAB INC | COM | 278865100 |  | 212832 | 777 | SH |  | SOLE |  | 0 | 0 | 777 |
| RTX CORPORATION | COM | 75513E101 |  | 293155 | 1752 | SH |  | SOLE |  | 0 | 0 | 1752 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 236115 | 8761 | SH |  | SOLE |  | 0 | 0 | 8761 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 29712981 | 371738 | SH |  | SOLE |  | 0 | 0 | 371738 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 247788 | 188 | SH |  | SOLE |  | 0 | 0 | 188 |
| TESLA INC | COM | 88160R101 |  | 883659 | 1987 | SH |  | SOLE |  | 0 | 0 | 1987 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 3918872 | 114688 | SH |  | SOLE |  | 0 | 0 | 114688 |
| SERVICENOW INC | COM | 81762P102 |  | 219027 | 238 | SH |  | SOLE |  | 0 | 0 | 238 |
| MCKESSON CORP | COM | 58155Q103 |  | 455169 | 589 | SH |  | SOLE |  | 0 | 0 | 589 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2796184 | 3021 | SH |  | SOLE |  | 0 | 0 | 3021 |
| BOEING CO | COM | 097023105 |  | 494467 | 2291 | SH |  | SOLE |  | 0 | 0 | 2291 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1520017 | 8147 | SH |  | SOLE |  | 0 | 0 | 8147 |
| VISA INC | COM CL A | 92826C839 |  | 975243 | 2857 | SH |  | SOLE |  | 0 | 0 | 2857 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 451181 | 7611 | SH |  | SOLE |  | 0 | 0 | 7611 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 20540774 | 42828 | SH |  | SOLE |  | 0 | 0 | 42828 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 910304 | 9535 | SH |  | SOLE |  | 0 | 0 | 9535 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1236915 | 5732 | SH |  | SOLE |  | 0 | 0 | 5732 |
| VANGUARD WELLINGTON FD | US VALUE FACTR | 921935805 |  | 202151 | 1585 | SH |  | SOLE |  | 0 | 0 | 1585 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 333535 | 1756 | SH |  | SOLE |  | 0 | 0 | 1756 |
| ORACLE CORP | COM | 68389X105 |  | 899481 | 3198 | SH |  | SOLE |  | 0 | 0 | 3198 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1894865 | 10161 | SH |  | SOLE |  | 0 | 0 | 10161 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 407053 | 716 | SH |  | SOLE |  | 0 | 0 | 716 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 355992 | 5200 | SH |  | SOLE |  | 0 | 0 | 5200 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 2307003 | 13788 | SH |  | SOLE |  | 0 | 0 | 13788 |
| DISNEY WALT CO | COM | 254687106 |  | 380556 | 3324 | SH |  | SOLE |  | 0 | 0 | 3324 |
| CENCORA INC | COM | 03073E105 |  | 260511 | 834 | SH |  | SOLE |  | 0 | 0 | 834 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 486289 | 2598 | SH |  | SOLE |  | 0 | 0 | 2598 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 37997026 | 1444754 | SH |  | SOLE |  | 0 | 0 | 1444754 |
| SALESFORCE INC | COM | 79466L302 |  | 247447 | 1044 | SH |  | SOLE |  | 0 | 0 | 1044 |
| MARATHON PETE CORP | COM | 56585A102 |  | 277119 | 1438 | SH |  | SOLE |  | 0 | 0 | 1438 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 1843131 | 15562 | SH |  | SOLE |  | 0 | 0 | 15562 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 3308883 | 33105 | SH |  | SOLE |  | 0 | 0 | 33105 |
| EBAY INC. | COM | 278642103 |  | 238419 | 2621 | SH |  | SOLE |  | 0 | 0 | 2621 |
| ABBVIE INC | COM | 00287Y109 |  | 476267 | 2057 | SH |  | SOLE |  | 0 | 0 | 2057 |
| OMNICOM GROUP INC | COM | 681919106 |  | 295765 | 3628 | SH |  | SOLE |  | 0 | 0 | 3628 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 234398 | 470 | SH |  | SOLE |  | 0 | 0 | 470 |
| BANK AMERICA CORP | COM | 060505104 |  | 314756 | 6101 | SH |  | SOLE |  | 0 | 0 | 6101 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 33874188 | 474628 | SH |  | SOLE |  | 0 | 0 | 474628 |
| PEPSICO INC | COM | 713448108 |  | 266582 | 1898 | SH |  | SOLE |  | 0 | 0 | 1898 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 667966 | 2274 | SH |  | SOLE |  | 0 | 0 | 2274 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 206350 | 1084 | SH |  | SOLE |  | 0 | 0 | 1084 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 503326 | 5321 | SH |  | SOLE |  | 0 | 0 | 5321 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1480957 | 4695 | SH |  | SOLE |  | 0 | 0 | 4695 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 302198 | 1630 | SH |  | SOLE |  | 0 | 0 | 1630 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 16992537 | 178606 | SH |  | SOLE |  | 0 | 0 | 178606 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 20738055 | 278850 | SH |  | SOLE |  | 0 | 0 | 278850 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1802858 | 2455 | SH |  | SOLE |  | 0 | 0 | 2455 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 35430841 | 918611 | SH |  | SOLE |  | 0 | 0 | 918611 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1429394 | 23855 | SH |  | SOLE |  | 0 | 0 | 23855 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2055224 | 8454 | SH |  | SOLE |  | 0 | 0 | 8454 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 408790 | 3246 | SH |  | SOLE |  | 0 | 0 | 3246 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 225816 | 7187 | SH |  | SOLE |  | 0 | 0 | 7187 |
| APPLIED MATLS INC | COM | 038222105 |  | 509055 | 2486 | SH |  | SOLE |  | 0 | 0 | 2486 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 11253572 | 105677 | SH |  | SOLE |  | 0 | 0 | 105677 |
| CARMAX INC | COM | 143130102 |  | 209812 | 4676 | SH |  | SOLE |  | 0 | 0 | 4676 |
| VANGUARD WELLINGTON FD | US MINIMUM | 921935409 |  | 229577 | 1748 | SH |  | SOLE |  | 0 | 0 | 1748 |
| DANAHER CORPORATION | COM | 235851102 |  | 209214 | 1055 | SH |  | SOLE |  | 0 | 0 | 1055 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 15868198 | 494799 | SH |  | SOLE |  | 0 | 0 | 494799 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1483260 | 2227 | SH |  | SOLE |  | 0 | 0 | 2227 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 598107 | 7136 | SH |  | SOLE |  | 0 | 0 | 7136 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 381968 | 3164 | SH |  | SOLE |  | 0 | 0 | 3164 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 1191858 | 47090 | SH |  | SOLE |  | 0 | 0 | 47090 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2027242 | 3310 | SH |  | SOLE |  | 0 | 0 | 3310 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 74340748 | 1139147 | SH |  | SOLE |  | 0 | 0 | 1139147 |
| BLACKSTONE INC | COM | 09260D107 |  | 246707 | 1444 | SH |  | SOLE |  | 0 | 0 | 1444 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 611160 | 4766 | SH |  | SOLE |  | 0 | 0 | 4766 |
| APPLE INC | COM | 037833100 |  | 2740034 | 10761 | SH |  | SOLE |  | 0 | 0 | 10761 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 30592213 | 604231 | SH |  | SOLE |  | 0 | 0 | 604231 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 10661762 | 105876 | SH |  | SOLE |  | 0 | 0 | 105876 |

---