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Filers›Family Office›Rice Partnership, LLC
DOSSIER · 13F-HR · Q1 2026

Rice Partnership, LLC

Rice Partnership's family office based in Boston, MA — $732M in tracked AUM across 178 positions as of Q1 2026.

RP
Rice Partnership·Boston, MA·Family Office
CIK 0001736736 · last filed Mar 31, 2026
Total AUM
$732M
▼ 19.8%
vs prior
Holdings
178
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Rice Partnership, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
JPIB
J P MORGAN EXCHANGE TRADED F
$71M1.5M9.7%
02
GLD
SPDR GOLD TR
$61M143K8.4%
03
AAPL
APPLE INC
$47M187K6.5%
04
DXJ
WISDOMTREE TR
$31M193K4.2%
05
GOOGL
ALPHABET INC
$27M95K3.7%
06
NVDA
NVIDIA CORPORATION
$27M154K3.7%
07
MSFT
MICROSOFT CORP
$26M71K3.6%
08
INDA
ISHARES TR
$25M535K3.4%
09
EWG
ISHARES INC
$25M618K3.4%
10
JPM
JPMORGAN CHASE & CO
$24M81K3.3%

Filing history

Filing history loading…
AI Agent · grounded in Rice
haiku-4-5 · 178 positions indexed
Sector mix
  • Tech25%
  • Financials4%
  • Health Care41%
  • Communications14%
  • Industrials10%
  • Other6%
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