HARTFORD FINANCIAL MANAGEMENT INC.

Filed: 10/28/2025ACC: 0001352526-25-000009

📋 What this filing means

HARTFORD FINANCIAL MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 340 equity positions with a total reported market value of $377.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

340

Positions

$377.62M

Total AUM (reported)

4.05M

Total Shares

Allocation by class

COM$194.13M51.4%

CORE PLUS BD ETF$33.28M8.8%

FT VEST U.S.$17.50M4.6%

INF TECH ETF$16.19M4.3%

DIVERSFD EQT ETF$15.99M4.2%

MUNICIPAL ETF$10.19M2.7%

AAA CLO ETF$9.63M2.5%

Portfolio Concentration

Top 3$65.90M17.5%

4–10$78.79M20.9%

11–25$84.92M22.5%

Rest$148.01M39.2%

Top 3 weight

17.5%

Top 10 weight

38.3%

Voting Authority Distribution

Total shares with voting rights: 4.05M

Sole

Full voting authority

4.03M

% of voting shares99.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

21.21K

% of voting shares0.5%

Investment Discretion (by position count)

Sole340

Shared0

Other0

Dominant voting typeSole · 99.5% of voting shares

Institutional Holdings340

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares699.98K

TypeSH

Market value$33.28M

8.81%

Sole

699.42K

Shared

0.00

None

562.00

APPLE INC

SOLE

COM

Shares64.50K

TypeSH

Market value$16.42M

4.35%

Sole

64.17K

Shared

0.00

None

327.00

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares21.69K

TypeSH

Market value$16.19M

4.29%

Sole

21.59K

Shared

0.00

None

99.00

J P MORGAN EXCHANGE TRADED F

SOLE

DIVERSFD EQT ETF

Shares320.99K

TypeSH

Market value$15.99M

4.23%

Sole

319.14K

Shared

0.00

None

1.86K

MICROSOFT CORP

SOLE

COM

Shares26.80K

TypeSH

Market value$13.88M

3.68%

Sole

26.66K

Shared

0.00

None

134.00

NVIDIA CORPORATION

SOLE

COM

Shares67.83K

TypeSH

Market value$12.66M

3.35%

Sole

67.39K

Shared

0.00

None

442.00

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares201.91K

TypeSH

Market value$10.19M

2.70%

Sole

201.91K

Shared

0.00

None

0.00

PGIM ETF TR

SOLE

AAA CLO ETF

Shares186.93K

TypeSH

Market value$9.63M

2.55%

Sole

186.82K

Shared

0.00

None

107.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares28.81K

TypeSH

Market value$9.09M

2.41%

Sole

28.73K

Shared

0.00

None

74.00

ORACLE CORP

SOLE

COM

Shares26.17K

TypeSH

Market value$7.36M

1.95%

Sole

26.05K

Shared

0.00

None

122.00

COSTCO WHSL CORP NEW

SOLE

COM

Shares7.92K

TypeSH

Market value$7.33M

1.94%

Sole

7.89K

Shared

0.00

None

36.00

APPLIED MATLS INC

SOLE

COM

Shares35.05K

TypeSH

Market value$7.18M

1.90%

Sole

34.94K

Shared

0.00

None

118.00

ALPHABET INC

SOLE

CAP STK CL C

Shares28.83K

TypeSH

Market value$7.02M

1.86%

Sole

28.54K

Shared

0.00

None

289.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S.

Shares155.80K

TypeSH

Market value$6.80M

1.80%

Sole

154.99K

Shared

0.00

None

814.00

HOME DEPOT INC

SOLE

COM

Shares15.38K

TypeSH

Market value$6.23M

1.65%

Sole

15.32K

Shared

0.00

None

60.00

J P MORGAN EXCHANGE TRADED F

SOLE

U S TECH LEADERS

Shares66.90K

TypeSH

Market value$6.15M

1.63%

Sole

66.36K

Shared

0.00

None

546.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S.

Shares148.47K

TypeSH

Market value$5.74M

1.52%

Sole

147.56K

Shared

0.00

None

910.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares78.23K

TypeSH

Market value$5.73M

1.52%

Sole

76.69K

Shared

0.00

None

1.55K

FIRST TR EXCHANGE-TRADED FD

SOLE

NY ARCA BIOTECH

Shares29.48K

TypeSH

Market value$5.29M

1.40%

Sole

29.40K

Shared

0.00

None

82.00

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S.

Shares113.50K

TypeSH

Market value$4.97M

1.32%

Sole

112.66K

Shared

0.00

None

843.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares9.10K

TypeSH

Market value$4.57M

1.21%

Sole

9.05K

Shared

0.00

None

43.00

AMAZON COM INC

SOLE

COM

Shares20.67K

TypeSH

Market value$4.54M

1.20%

Sole

20.44K

Shared

0.00

None

227.00

CATERPILLAR INC

SOLE

COM

Shares9.36K

TypeSH

Market value$4.47M

1.18%

Sole

9.34K

Shared

0.00

None

25.00

VISA INC

SOLE

COM CL A

Shares13.06K

TypeSH

Market value$4.46M

1.18%

Sole

12.99K

Shared

0.00

None

74.00

CSX CORP

SOLE

COM

Shares125.23K

TypeSH

Market value$4.45M

1.18%

Sole

124.94K

Shared

0.00

None

297.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	699.98K	SH	$33.28M 8.81%	699.42K	562.00
APPLE INCSOLE	COM	64.50K	SH	$16.42M 4.35%	64.17K	327.00
VANGUARD WORLD FDSOLE	INF TECH ETF	21.69K	SH	$16.19M 4.29%	21.59K	99.00
J P MORGAN EXCHANGE TRADED FSOLE	DIVERSFD EQT ETF	320.99K	SH	$15.99M 4.23%	319.14K	1.86K
MICROSOFT CORPSOLE	COM	26.80K	SH	$13.88M 3.68%	26.66K	134.00
NVIDIA CORPORATIONSOLE	COM	67.83K	SH	$12.66M 3.35%	67.39K	442.00
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	201.91K	SH	$10.19M 2.70%	201.91K	0.00
PGIM ETF TRSOLE	AAA CLO ETF	186.93K	SH	$9.63M 2.55%	186.82K	107.00
JPMORGAN CHASE & CO.SOLE	COM	28.81K	SH	$9.09M 2.41%	28.73K	74.00
ORACLE CORPSOLE	COM	26.17K	SH	$7.36M 1.95%	26.05K	122.00
COSTCO WHSL CORP NEWSOLE	COM	7.92K	SH	$7.33M 1.94%	7.89K	36.00
APPLIED MATLS INCSOLE	COM	35.05K	SH	$7.18M 1.90%	34.94K	118.00
ALPHABET INCSOLE	CAP STK CL C	28.83K	SH	$7.02M 1.86%	28.54K	289.00
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S.	155.80K	SH	$6.80M 1.80%	154.99K	814.00
HOME DEPOT INCSOLE	COM	15.38K	SH	$6.23M 1.65%	15.32K	60.00
J P MORGAN EXCHANGE TRADED FSOLE	U S TECH LEADERS	66.90K	SH	$6.15M 1.63%	66.36K	546.00
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S.	148.47K	SH	$5.74M 1.52%	147.56K	910.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	78.23K	SH	$5.73M 1.52%	76.69K	1.55K
FIRST TR EXCHANGE-TRADED FDSOLE	NY ARCA BIOTECH	29.48K	SH	$5.29M 1.40%	29.40K	82.00
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S.	113.50K	SH	$4.97M 1.32%	112.66K	843.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	9.10K	SH	$4.57M 1.21%	9.05K	43.00
AMAZON COM INCSOLE	COM	20.67K	SH	$4.54M 1.20%	20.44K	227.00
CATERPILLAR INCSOLE	COM	9.36K	SH	$4.47M 1.18%	9.34K	25.00
VISA INCSOLE	COM CL A	13.06K	SH	$4.46M 1.18%	12.99K	74.00
CSX CORPSOLE	COM	125.23K	SH	$4.45M 1.18%	124.94K	297.00

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