HARTFORD FINANCIAL MANAGEMENT INC.

Filed: 7/31/2025ACC: 0001352526-25-000004

📋 What this filing means

HARTFORD FINANCIAL MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 347 equity positions with a total reported market value of $365.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

347

Positions

$365.73M

Total AUM (reported)

4.43M

Total Shares

Allocation by class

COM$181.90M49.7%

CORE PLUS BD ETF$32.17M8.8%

FT VEST U.S.$16.80M4.6%

DIVERSFD EQT ETF$14.34M3.9%

MUNICIPAL ETF$13.63M3.7%

INF TECH ETF$12.89M3.5%

FT VEST US EQT$12.42M3.4%

Portfolio Concentration

Top 3$60.14M16.4%

4–10$74.97M20.5%

11–25$79.65M21.8%

Rest$150.97M41.3%

Top 3 weight

16.4%

Top 10 weight

36.9%

Voting Authority Distribution

Total shares with voting rights: 4.43M

Sole

Full voting authority

4.41M

% of voting shares99.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

23.83K

% of voting shares0.5%

Investment Discretion (by position count)

Sole347

Shared0

Other0

Dominant voting typeSole · 99.5% of voting shares

Institutional Holdings347

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares683.54K

TypeSH

Market value$32.17M

8.80%

Sole

682.98K

Shared

0.00

None

562.00

J P MORGAN EXCHANGE TRADED F

SOLE

DIVERSFD EQT ETF

Shares315.33K

TypeSH

Market value$14.34M

3.92%

Sole

313.48K

Shared

0.00

None

1.85K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares274.52K

TypeSH

Market value$13.63M

3.73%

Sole

274.52K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares26.39K

TypeSH

Market value$13.13M

3.59%

Sole

26.26K

Shared

0.00

None

130.00

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares19.43K

TypeSH

Market value$12.89M

3.52%

Sole

19.34K

Shared

0.00

None

98.00

APPLE INC

SOLE

COM

Shares61.90K

TypeSH

Market value$12.70M

3.47%

Sole

61.58K

Shared

0.00

None

316.00

NVIDIA CORPORATION

SOLE

COM

Shares67.53K

TypeSH

Market value$10.67M

2.92%

Sole

67.08K

Shared

0.00

None

445.00

PGIM ETF TR

SOLE

AAA CLO ETF

Shares184.45K

TypeSH

Market value$9.49M

2.59%

Sole

184.35K

Shared

0.00

None

104.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares28.29K

TypeSH

Market value$8.20M

2.24%

Sole

28.23K

Shared

0.00

None

62.00

COSTCO WHSL CORP NEW

SOLE

COM

Shares7.98K

TypeSH

Market value$7.90M

2.16%

Sole

7.94K

Shared

0.00

None

34.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares147.30K

TypeSH

Market value$6.54M

1.79%

Sole

146.73K

Shared

0.00

None

567.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S.

Shares156.15K

TypeSH

Market value$6.51M

1.78%

Sole

154.83K

Shared

0.00

None

1.32K

APPLIED MATLS INC

SOLE

COM

Shares34.17K

TypeSH

Market value$6.26M

1.71%

Sole

34.05K

Shared

0.00

None

116.00

ORACLE CORP

SOLE

COM

Shares28.59K

TypeSH

Market value$6.25M

1.71%

Sole

28.44K

Shared

0.00

None

149.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares151.77K

TypeSH

Market value$5.87M

1.61%

Sole

151.19K

Shared

0.00

None

586.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S.

Shares149.41K

TypeSH

Market value$5.63M

1.54%

Sole

147.95K

Shared

0.00

None

1.45K

J P MORGAN EXCHANGE TRADED F

SOLE

U S TECH LEADERS

Shares64.89K

TypeSH

Market value$5.48M

1.50%

Sole

64.31K

Shared

0.00

None

579.00

HOME DEPOT INC

SOLE

COM

Shares14.35K

TypeSH

Market value$5.26M

1.44%

Sole

14.29K

Shared

0.00

None

53.00

FIRST TR EXCHANGE-TRADED FD

SOLE

NY ARCA BIOTECH

Shares30.60K

TypeSH

Market value$4.94M

1.35%

Sole

30.50K

Shared

0.00

None

102.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S.

Shares111.58K

TypeSH

Market value$4.66M

1.27%

Sole

109.84K

Shared

0.00

None

1.75K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares65.06K

TypeSH

Market value$4.64M

1.27%

Sole

63.61K

Shared

0.00

None

1.46K

ALPHABET INC

SOLE

CAP STK CL C

Shares25.51K

TypeSH

Market value$4.53M

1.24%

Sole

25.25K

Shared

0.00

None

258.00

DISNEY WALT CO

SOLE

COM

Shares36.34K

TypeSH

Market value$4.51M

1.23%

Sole

36.16K

Shared

0.00

None

176.00

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares84.99K

TypeSH

Market value$4.31M

1.18%

Sole

84.99K

Shared

0.00

None

0.00

AUTOMATIC DATA PROCESSING IN

SOLE

COM

Shares13.88K

TypeSH

Market value$4.28M

1.17%

Sole

13.85K

Shared

0.00

None

29.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	683.54K	SH	$32.17M 8.80%	682.98K	562.00
J P MORGAN EXCHANGE TRADED FSOLE	DIVERSFD EQT ETF	315.33K	SH	$14.34M 3.92%	313.48K	1.85K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	274.52K	SH	$13.63M 3.73%	274.52K	0.00
MICROSOFT CORPSOLE	COM	26.39K	SH	$13.13M 3.59%	26.26K	130.00
VANGUARD WORLD FDSOLE	INF TECH ETF	19.43K	SH	$12.89M 3.52%	19.34K	98.00
APPLE INCSOLE	COM	61.90K	SH	$12.70M 3.47%	61.58K	316.00
NVIDIA CORPORATIONSOLE	COM	67.53K	SH	$10.67M 2.92%	67.08K	445.00
PGIM ETF TRSOLE	AAA CLO ETF	184.45K	SH	$9.49M 2.59%	184.35K	104.00
JPMORGAN CHASE & CO.SOLE	COM	28.29K	SH	$8.20M 2.24%	28.23K	62.00
COSTCO WHSL CORP NEWSOLE	COM	7.98K	SH	$7.90M 2.16%	7.94K	34.00
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	147.30K	SH	$6.54M 1.79%	146.73K	567.00
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S.	156.15K	SH	$6.51M 1.78%	154.83K	1.32K
APPLIED MATLS INCSOLE	COM	34.17K	SH	$6.26M 1.71%	34.05K	116.00
ORACLE CORPSOLE	COM	28.59K	SH	$6.25M 1.71%	28.44K	149.00
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	151.77K	SH	$5.87M 1.61%	151.19K	586.00
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S.	149.41K	SH	$5.63M 1.54%	147.95K	1.45K
J P MORGAN EXCHANGE TRADED FSOLE	U S TECH LEADERS	64.89K	SH	$5.48M 1.50%	64.31K	579.00
HOME DEPOT INCSOLE	COM	14.35K	SH	$5.26M 1.44%	14.29K	53.00
FIRST TR EXCHANGE-TRADED FDSOLE	NY ARCA BIOTECH	30.60K	SH	$4.94M 1.35%	30.50K	102.00
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S.	111.58K	SH	$4.66M 1.27%	109.84K	1.75K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	65.06K	SH	$4.64M 1.27%	63.61K	1.46K
ALPHABET INCSOLE	CAP STK CL C	25.51K	SH	$4.53M 1.24%	25.25K	258.00
DISNEY WALT COSOLE	COM	36.34K	SH	$4.51M 1.23%	36.16K	176.00
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	84.99K	SH	$4.31M 1.18%	84.99K	0.00
AUTOMATIC DATA PROCESSING INSOLE	COM	13.88K	SH	$4.28M 1.17%	13.85K	29.00

Page 1 of 14

…