Leonard Rickey Investment Advisors Q2 2026 Portfolio Activity: Major Purchases, Significant Sales

Leonard Rickey Investment Advisors P.L.L.C. has made notable adjustments to its portfolio holdings during the second quarter of 2026, as evidenced by changes in stock positions compared to prior periods.

The firm executed a significant purchase position on VANGUARD INDEX FDS (VUG), adding over 238,766 shares and increasing its allocation from less than 1% to approximately 3.86%. This substantial increase suggests confidence in the fund's performance or strategic diversification into growth-oriented equities.

Conversely, Leonard Rickey Investment Advisors nearly exited ISHARES TR (USMV), selling almost all shares (-97.27%) during this quarter. The portfolio percentage allocation for USMV dropped to a negligible 0.07%, indicating a major shift away from this fund.

Other notable changes include:

• IJH: A small reduction of approximately 83,281 shares (-7.36%) was observed in ISHARES TR (IJH).
• DFAC: DIMENSIONAL ETF TRUST (DFAC) saw a slight decrease of about -7,663 shares (-0.79%), though the change percentage was more significant at -7.66%.
• VEU: VANGUARD INTL EQUITY INDEX F (VEU) experienced a moderate reduction in holdings by approximately 154,283 shares (-10.9%) or about -7.46% change percentage.
• SGOV: ISHARES TR (SGOV) also saw a decrease of around 66,668 shares (-16.06%).
• VCRB: VANGUARD MALVERN FDS (VCRB) showed an increase in holdings by approximately 57,788 shares (+13.2%) or about +15.17% change percentage.
• VTIP: VANGUARD MALVERN FDS (VTIP) experienced a notable increase of around 74,726 shares (+9.0%) or about +10.42% change percentage.

The portfolio's overall allocation remains heavily concentrated in 'Unknown' sectors with an 88.26% weighting, followed by Technology at 5.13%. Holdings like VANGUARD INDEX FDS (VTI) and SCHWAB STRATEGIC TR (FNDX), which experienced increases but are already substantial positions, also show minor changes.

Leonard Rickey Investment Advisors appears to be actively managing its portfolio through this quarter, balancing new opportunities with exits from existing holdings. Further analysis of the full portfolio data would provide a more comprehensive view of all adjustments made during Q2 2026.