Filed: 1/21/2026ACC: 0001352526-26-000001
📋 What this filing means
HARTFORD FINANCIAL MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 338 equity positions with a total reported market value of $384.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
338
Positions
$384.88M
Total AUM (reported)
4.04M
Total Shares
Allocation by class
COM$196.10M50.9%
CORE PLUS BD ETF$34.36M8.9%
INF TECH ETF$16.96M4.4%
DIVERSFD EQT ETF$16.69M4.3%
MUNICIPAL ETF$13.60M3.5%
FT VEST U.S.$12.30M3.2%
AAA CLO ETF$9.91M2.6%
Portfolio Concentration
Top 3$69.13M18.0%
4–10$85.08M22.1%
11–25$85.96M22.3%
Rest$144.72M37.6%
Top 3 weight
18.0%
Top 10 weight
40.1%
Voting Authority Distribution
Total shares with voting rights: 4.04M
Sole
Full voting authority
4.02M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
19.80K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole338
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings338
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares725.74K
TypeSH
Market value$34.36M
8.93%
Sole
725.17K
Shared
0.00
None
569.00
APPLE INC
SOLEShares65.48K
TypeSH
Market value$17.80M
4.62%
Sole
65.03K
Shared
0.00
None
446.00
VANGUARD WORLD FD
SOLEShares22.50K
TypeSH
Market value$16.96M
4.41%
Sole
22.40K
Shared
0.00
None
104.00
J P MORGAN EXCHANGE TRADED F
SOLEShares333.39K
TypeSH
Market value$16.69M
4.34%
Sole
331.56K
Shared
0.00
None
1.83K
J P MORGAN EXCHANGE TRADED F
SOLEShares269.28K
TypeSH
Market value$13.60M
3.53%
Sole
269.28K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.71K
TypeSH
Market value$13.40M
3.48%
Sole
27.57K
Shared
0.00
None
143.00
NVIDIA CORPORATION
SOLEShares70.94K
TypeSH
Market value$13.23M
3.44%
Sole
70.50K
Shared
0.00
None
441.00
PGIM ETF TR
SOLEShares193.39K
TypeSH
Market value$9.91M
2.58%
Sole
193.28K
Shared
0.00
None
113.00
JPMORGAN CHASE & CO.
SOLEShares28.55K
TypeSH
Market value$9.20M
2.39%
Sole
28.48K
Shared
0.00
None
74.00
APPLIED MATLS INC
SOLEShares35.18K
TypeSH
Market value$9.04M
2.35%
Sole
35.09K
Shared
0.00
None
93.00
ALPHABET INC
SOLEShares28.24K
TypeSH
Market value$8.86M
2.30%
Sole
28K
Shared
0.00
None
247.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares161.11K
TypeSH
Market value$7.14M
1.86%
Sole
160.35K
Shared
0.00
None
753.00
COSTCO WHSL CORP NEW
SOLEShares7.98K
TypeSH
Market value$6.88M
1.79%
Sole
7.94K
Shared
0.00
None
37.00
J P MORGAN EXCHANGE TRADED F
SOLEShares68.70K
TypeSH
Market value$6.19M
1.61%
Sole
68.16K
Shared
0.00
None
545.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares29.16K
TypeSH
Market value$6.02M
1.56%
Sole
29.09K
Shared
0.00
None
66.00
INVESCO EXCHANGE TRADED FD T
SOLEShares79.47K
TypeSH
Market value$5.96M
1.55%
Sole
77.89K
Shared
0.00
None
1.58K
HOME DEPOT INC
SOLEShares15.93K
TypeSH
Market value$5.48M
1.42%
Sole
15.86K
Shared
0.00
None
74.00
CATERPILLAR INC
SOLEShares9.49K
TypeSH
Market value$5.44M
1.41%
Sole
9.47K
Shared
0.00
None
22.00
ORACLE CORP
SOLEShares27.07K
TypeSH
Market value$5.28M
1.37%
Sole
26.90K
Shared
0.00
None
168.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares112.64K
TypeSH
Market value$5.08M
1.32%
Sole
111.86K
Shared
0.00
None
774.00
VISA INC
SOLEShares13.96K
TypeSH
Market value$4.90M
1.27%
Sole
13.88K
Shared
0.00
None
81.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.57K
TypeSH
Market value$4.81M
1.25%
Sole
9.53K
Shared
0.00
None
47.00
AMAZON COM INC
SOLEShares20.79K
TypeSH
Market value$4.80M
1.25%
Sole
20.56K
Shared
0.00
None
231.00
CSX CORP
SOLEShares127.39K
TypeSH
Market value$4.62M
1.20%
Sole
127.07K
Shared
0.00
None
319.00
RTX CORPORATION
SOLEShares24.55K
TypeSH
Market value$4.50M
1.17%
Sole
24.49K
Shared
0.00
None
60.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 725.74K | SH | $34.36M 8.93% | 725.17K | 0.00 | 569.00 |
APPLE INCSOLE | COM | 65.48K | SH | $17.80M 4.62% | 65.03K | 0.00 | 446.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 22.50K | SH | $16.96M 4.41% | 22.40K | 0.00 | 104.00 |
J P MORGAN EXCHANGE TRADED FSOLE | DIVERSFD EQT ETF | 333.39K | SH | $16.69M 4.34% | 331.56K | 0.00 | 1.83K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 269.28K | SH | $13.60M 3.53% | 269.28K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.71K | SH | $13.40M 3.48% | 27.57K | 0.00 | 143.00 |
NVIDIA CORPORATIONSOLE | COM | 70.94K | SH | $13.23M 3.44% | 70.50K | 0.00 | 441.00 |
PGIM ETF TRSOLE | AAA CLO ETF | 193.39K | SH | $9.91M 2.58% | 193.28K | 0.00 | 113.00 |
JPMORGAN CHASE & CO.SOLE | COM | 28.55K | SH | $9.20M 2.39% | 28.48K | 0.00 | 74.00 |
APPLIED MATLS INCSOLE | COM | 35.18K | SH | $9.04M 2.35% | 35.09K | 0.00 | 93.00 |
ALPHABET INCSOLE | CAP STK CL C | 28.24K | SH | $8.86M 2.30% | 28K | 0.00 | 247.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S. | 161.11K | SH | $7.14M 1.86% | 160.35K | 0.00 | 753.00 |
COSTCO WHSL CORP NEWSOLE | COM | 7.98K | SH | $6.88M 1.79% | 7.94K | 0.00 | 37.00 |
J P MORGAN EXCHANGE TRADED FSOLE | U S TECH LEADERS | 68.70K | SH | $6.19M 1.61% | 68.16K | 0.00 | 545.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | NY ARCA BIOTECH | 29.16K | SH | $6.02M 1.56% | 29.09K | 0.00 | 66.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 79.47K | SH | $5.96M 1.55% | 77.89K | 0.00 | 1.58K |
HOME DEPOT INCSOLE | COM | 15.93K | SH | $5.48M 1.42% | 15.86K | 0.00 | 74.00 |
CATERPILLAR INCSOLE | COM | 9.49K | SH | $5.44M 1.41% | 9.47K | 0.00 | 22.00 |
ORACLE CORPSOLE | COM | 27.07K | SH | $5.28M 1.37% | 26.90K | 0.00 | 168.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S. | 112.64K | SH | $5.08M 1.32% | 111.86K | 0.00 | 774.00 |
VISA INCSOLE | COM CL A | 13.96K | SH | $4.90M 1.27% | 13.88K | 0.00 | 81.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.57K | SH | $4.81M 1.25% | 9.53K | 0.00 | 47.00 |
AMAZON COM INCSOLE | COM | 20.79K | SH | $4.80M 1.25% | 20.56K | 0.00 | 231.00 |
CSX CORPSOLE | COM | 127.39K | SH | $4.62M 1.20% | 127.07K | 0.00 | 319.00 |
RTX CORPORATIONSOLE | COM | 24.55K | SH | $4.50M 1.17% | 24.49K | 0.00 | 60.00 |
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