# EDGAR Filing Document

**Accession Number:** 0001731447
**File Stem:** 0001731447-25-000006
**Filing Date:** 2025-7
**Character Count:** 14790
**Document Hash:** b62c21a4268003f8d56181dd17a19017
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001731447-25-000006.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0001731447-25-000006

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250714

**DATE AS OF CHANGE**: 20250714

**EFFECTIVENESS DATE**: 20250714

**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:** 251121961

**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:** 06-30-2025

**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  07-14-2025<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:** 113

**Form 13F Information Table Value Total:** $500682934

      (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 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 273715 | 180 | SH |  | SOLE |  | 0 | 0 | 180 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1080416 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| SERVICENOW INC | COM | 81762P102 |  | 242627 | 236 | SH |  | SOLE |  | 0 | 0 | 236 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 240103 | 290 | SH |  | SOLE |  | 0 | 0 | 290 |
| ELI LILLY  CO | COM | 532457108 |  | 274333 | 352 | SH |  | SOLE |  | 0 | 0 | 352 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 297 | 400 | SH | Put | SOLE |  | 0 | 0 | 400 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 257361 | 454 | SH |  | SOLE |  | 0 | 0 | 454 |
| BANK AMERICA CORP | COM | 060505104 |  | 140 | 500 | SH | Put | SOLE |  | 0 | 0 | 500 |
| MCKESSON CORP | COM | 58155Q103 |  | 402344 | 549 | SH |  | SOLE |  | 0 | 0 | 549 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 409852 | 729 | SH |  | SOLE |  | 0 | 0 | 729 |
| AUTODESK INC | COM | 052769106 |  | 234344 | 757 | SH |  | SOLE |  | 0 | 0 | 757 |
| CENCORA INC | COM | 03073E105 |  | 244168 | 814 | SH |  | SOLE |  | 0 | 0 | 814 |
| SALESFORCE INC | COM | 79466L302 |  | 271770 | 997 | SH |  | SOLE |  | 0 | 0 | 997 |
| HEICO CORP NEW | COM | 422806109 |  | 328000 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 237805 | 1091 | SH |  | SOLE |  | 0 | 0 | 1091 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 356576 | 1223 | SH |  | SOLE |  | 0 | 0 | 1223 |
| MCDONALDS CORP | COM | 580135101 |  | 369631 | 1265 | SH |  | SOLE |  | 0 | 0 | 1265 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 492692 | 1267 | SH |  | SOLE |  | 0 | 0 | 1267 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 280988 | 1270 | SH |  | SOLE |  | 0 | 0 | 1270 |
| CHEVRON CORP NEW | COM | 166764100 |  | 212582 | 1485 | SH |  | SOLE |  | 0 | 0 | 1485 |
| ANALOG DEVICES INC | COM | 032654105 |  | 354020 | 1487 | SH |  | SOLE |  | 0 | 0 | 1487 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 237173 | 1505 | SH |  | SOLE |  | 0 | 0 | 1505 |
| MARATHON PETE CORP | COM | 56585A102 |  | 253376 | 1525 | SH |  | SOLE |  | 0 | 0 | 1525 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 233317 | 1527 | SH |  | SOLE |  | 0 | 0 | 1527 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 364948 | 1611 | SH |  | SOLE |  | 0 | 0 | 1611 |
| RTX CORPORATION | COM | 75513E101 |  | 248634 | 1703 | SH |  | SOLE |  | 0 | 0 | 1703 |
| VANGUARD WELLINGTON FD | US MINIMUM | 921935409 |  | 224114 | 1748 | SH |  | SOLE |  | 0 | 0 | 1748 |
| AIRBNB INC | COM CL A | 009066101 |  | 242315 | 1831 | SH |  | SOLE |  | 0 | 0 | 1831 |
| PEPSICO INC | COM | 713448108 |  | 255756 | 1937 | SH |  | SOLE |  | 0 | 0 | 1937 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 337141 | 1957 | SH |  | SOLE |  | 0 | 0 | 1957 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1227980 | 1978 | SH |  | SOLE |  | 0 | 0 | 1978 |
| ABBVIE INC | COM | 00287Y109 |  | 381415 | 2055 | SH |  | SOLE |  | 0 | 0 | 2055 |
| TESLA INC | COM | 88160R101 |  | 653427 | 2057 | SH |  | SOLE |  | 0 | 0 | 2057 |
| APPLIED MATLS INC | COM | 038222105 |  | 382355 | 2089 | SH |  | SOLE |  | 0 | 0 | 2089 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1366383 | 2212 | SH |  | SOLE |  | 0 | 0 | 2212 |
| BOEING CO | COM | 097023105 |  | 464528 | 2217 | SH |  | SOLE |  | 0 | 0 | 2217 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 942162 | 2219 | SH |  | SOLE |  | 0 | 0 | 2219 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 654725 | 2340 | SH |  | SOLE |  | 0 | 0 | 2340 |
| BROADCOM INC | COM | 11135F101 |  | 652953 | 2369 | SH |  | SOLE |  | 0 | 0 | 2369 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1805809 | 2447 | SH |  | SOLE |  | 0 | 0 | 2447 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2662232 | 2689 | SH |  | SOLE |  | 0 | 0 | 2689 |
| VISA INC | COM CL A | 92826C839 |  | 995946 | 2805 | SH |  | SOLE |  | 0 | 0 | 2805 |
| WALMART INC | COM | 931142103 |  | 275207 | 2815 | SH |  | SOLE |  | 0 | 0 | 2815 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 423157 | 3134 | SH |  | SOLE |  | 0 | 0 | 3134 |
| DISNEY WALT CO | COM | 254687106 |  | 389620 | 3142 | SH |  | SOLE |  | 0 | 0 | 3142 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 348364 | 3164 | SH |  | SOLE |  | 0 | 0 | 3164 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 382359 | 3292 | SH |  | SOLE |  | 0 | 0 | 3292 |
| EBAY INC. | COM | 278642103 |  | 249764 | 3354 | SH |  | SOLE |  | 0 | 0 | 3354 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1924598 | 3388 | SH |  | SOLE |  | 0 | 0 | 3388 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 602523 | 3397 | SH |  | SOLE |  | 0 | 0 | 3397 |
| ORACLE CORP | COM | 68389X105 |  | 892729 | 4083 | SH |  | SOLE |  | 0 | 0 | 4083 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 460640 | 4215 | SH |  | SOLE |  | 0 | 0 | 4215 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 867068 | 4499 | SH |  | SOLE |  | 0 | 0 | 4499 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 547903 | 4528 | SH |  | SOLE |  | 0 | 0 | 4528 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 684043 | 4548 | SH |  | SOLE |  | 0 | 0 | 4548 |
| CARMAX INC | COM | 143130102 |  | 306142 | 4555 | SH |  | SOLE |  | 0 | 0 | 4555 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1363225 | 4702 | SH |  | SOLE |  | 0 | 0 | 4702 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 872183 | 4789 | SH |  | SOLE |  | 0 | 0 | 4789 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 423733 | 4861 | SH |  | SOLE |  | 0 | 0 | 4861 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 455096 | 5071 | SH |  | SOLE |  | 0 | 0 | 5071 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 464073 | 5094 | SH |  | SOLE |  | 0 | 0 | 5094 |
| SANOFI | SPONSORED ADR | 80105N105 |  | 246147 | 5095 | SH |  | SOLE |  | 0 | 0 | 5095 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 331292 | 5200 | SH |  | SOLE |  | 0 | 0 | 5200 |
| STARBUCKS CORP | COM | 855244109 |  | 506423 | 5527 | SH |  | SOLE |  | 0 | 0 | 5527 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1166790 | 5701 | SH |  | SOLE |  | 0 | 0 | 5701 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2873910 | 5916 | SH |  | SOLE |  | 0 | 0 | 5916 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 260778 | 6169 | SH |  | SOLE |  | 0 | 0 | 6169 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 658541 | 6639 | SH |  | SOLE |  | 0 | 0 | 6639 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 541423 | 6758 | SH |  | SOLE |  | 0 | 0 | 6758 |
| BANK AMERICA CORP | COM | 060505104 |  | 320946 | 6782 | SH |  | SOLE |  | 0 | 0 | 6782 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 438436 | 7167 | SH |  | SOLE |  | 0 | 0 | 7167 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 214737 | 7311 | SH |  | SOLE |  | 0 | 0 | 7311 |
| STRATEGY SHS | DAY HAGAN NED | 86280R803 |  | 339813 | 7556 | SH |  | SOLE |  | 0 | 0 | 7556 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 209868 | 7866 | SH |  | SOLE |  | 0 | 0 | 7866 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1267816 | 8025 | SH |  | SOLE |  | 0 | 0 | 8025 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1511503 | 8577 | SH |  | SOLE |  | 0 | 0 | 8577 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 306222 | 8580 | SH |  | SOLE |  | 0 | 0 | 8580 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 822094 | 9010 | SH |  | SOLE |  | 0 | 0 | 9010 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 729274 | 9797 | SH |  | SOLE |  | 0 | 0 | 9797 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1065905 | 9888 | SH |  | SOLE |  | 0 | 0 | 9888 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1809551 | 10238 | SH |  | SOLE |  | 0 | 0 | 10238 |
| APPLE INC | COM | 037833100 |  | 2126213 | 10363 | SH |  | SOLE |  | 0 | 0 | 10363 |
| MICROSOFT CORP | COM | 594918104 |  | 6482324 | 13032 | SH |  | SOLE |  | 0 | 0 | 13032 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1700230 | 13795 | SH |  | SOLE |  | 0 | 0 | 13795 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 1718333 | 15673 | SH |  | SOLE |  | 0 | 0 | 15673 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 819931 | 17247 | SH |  | SOLE |  | 0 | 0 | 17247 |
| AMAZON COM INC | COM | 023135106 |  | 4517574 | 20592 | SH |  | SOLE |  | 0 | 0 | 20592 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1431058 | 25102 | SH |  | SOLE |  | 0 | 0 | 25102 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 3226289 | 34094 | SH |  | SOLE |  | 0 | 0 | 34094 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 4881008 | 37979 | SH |  | SOLE |  | 0 | 0 | 37979 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 18772803 | 42821 | SH |  | SOLE |  | 0 | 0 | 42821 |
| ISHARES TR | ESG ADV TTL USD | 46436E619 |  | 1948308 | 44737 | SH |  | SOLE |  | 0 | 0 | 44737 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 1162088 | 46170 | SH |  | SOLE |  | 0 | 0 | 46170 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 3687972 | 47704 | SH |  | SOLE |  | 0 | 0 | 47704 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 7822203 | 77686 | SH |  | SOLE |  | 0 | 0 | 77686 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 6488879 | 83641 | SH |  | SOLE |  | 0 | 0 | 83641 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 11484314 | 109919 | SH |  | SOLE |  | 0 | 0 | 109919 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 33763049 | 111088 | SH |  | SOLE |  | 0 | 0 | 111088 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 3661829 | 114540 | SH |  | SOLE |  | 0 | 0 | 114540 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 6082747 | 131576 | SH |  | SOLE |  | 0 | 0 | 131576 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 7295020 | 148787 | SH |  | SOLE |  | 0 | 0 | 148787 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 16613289 | 176982 | SH |  | SOLE |  | 0 | 0 | 176982 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 |  | 4302121 | 179405 | SH |  | SOLE |  | 0 | 0 | 179405 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 15742501 | 252446 | SH |  | SOLE |  | 0 | 0 | 252446 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 20266326 | 275245 | SH |  | SOLE |  | 0 | 0 | 275245 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 19579816 | 283396 | SH |  | SOLE |  | 0 | 0 | 283396 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 29237064 | 367762 | SH |  | SOLE |  | 0 | 0 | 367762 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 32081577 | 477262 | SH |  | SOLE |  | 0 | 0 | 477262 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 14629101 | 492894 | SH |  | SOLE |  | 0 | 0 | 492894 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 29074475 | 578366 | SH |  | SOLE |  | 0 | 0 | 578366 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 33697926 | 940232 | SH |  | SOLE |  | 0 | 0 | 940232 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 72094838 | 1162445 | SH |  | SOLE |  | 0 | 0 | 1162445 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 35587379 | 1450178 | SH |  | SOLE |  | 0 | 0 | 1450178 |

---