Filed: 4/16/2026ACC: 0001352526-26-000003
📋 What this filing means
HARTFORD FINANCIAL MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 344 equity positions with a total reported market value of $392.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
344
Positions
$392.42M
Total AUM (reported)
4.46M
Total Shares
Allocation by class
COM$197.74M50.4%
CORE PLUS BD ETF$33.24M8.5%
DIVERSFD EQT ETF$17.25M4.4%
INF TECH ETF$15.53M4.0%
MUNICIPAL ETF$14.22M3.6%
FT VEST U.S.$12.37M3.2%
AAA CLO ETF$9.93M2.5%
Portfolio Concentration
Top 3$66.83M17.0%
4–10$83.06M21.2%
11–25$85.82M21.9%
Rest$156.71M39.9%
Top 3 weight
17.0%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 4.46M
Sole
Full voting authority
4.44M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
25.67K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole344
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings344
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares706.12K
TypeSH
Market value$33.24M
8.47%
Sole
705.73K
Shared
0.00
None
388.00
J P MORGAN EXCHANGE TRADED F
SOLEShares329.11K
TypeSH
Market value$17.25M
4.40%
Sole
327.32K
Shared
0.00
None
1.78K
APPLE INC
SOLEShares64.35K
TypeSH
Market value$16.33M
4.16%
Sole
63.87K
Shared
0.00
None
472.00
VANGUARD WORLD FD
SOLEShares22.25K
TypeSH
Market value$15.53M
3.96%
Sole
22.14K
Shared
0.00
None
117.00
J P MORGAN EXCHANGE TRADED F
SOLEShares284.48K
TypeSH
Market value$14.22M
3.62%
Sole
284.48K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares71.84K
TypeSH
Market value$12.53M
3.19%
Sole
71.40K
Shared
0.00
None
441.00
MICROSOFT CORP
SOLEShares30.56K
TypeSH
Market value$11.31M
2.88%
Sole
30.40K
Shared
0.00
None
159.00
APPLIED MATLS INC
SOLEShares32.08K
TypeSH
Market value$10.97M
2.79%
Sole
32K
Shared
0.00
None
81.00
PGIM ETF TR
SOLEShares194.02K
TypeSH
Market value$9.93M
2.53%
Sole
194.02K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares29.15K
TypeSH
Market value$8.58M
2.19%
Sole
29.06K
Shared
0.00
None
92.00
COSTCO WHOLESALE CORPORATION
SOLEShares8K
TypeSH
Market value$7.98M
2.03%
Sole
7.97K
Shared
0.00
None
37.00
ALPHABET INC
SOLEShares26.11K
TypeSH
Market value$7.49M
1.91%
Sole
25.84K
Shared
0.00
None
265.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares161.46K
TypeSH
Market value$7.03M
1.79%
Sole
160.71K
Shared
0.00
None
753.00
CATERPILLAR INC
SOLEShares8.94K
TypeSH
Market value$6.33M
1.61%
Sole
8.92K
Shared
0.00
None
22.00
J P MORGAN EXCHANGE TRADED F
SOLEShares72.08K
TypeSH
Market value$5.73M
1.46%
Sole
71.50K
Shared
0.00
None
588.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares27.95K
TypeSH
Market value$5.61M
1.43%
Sole
27.87K
Shared
0.00
None
77.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares118.77K
TypeSH
Market value$5.26M
1.34%
Sole
117.99K
Shared
0.00
None
774.00
HOME DEPOT INC
SOLEShares15.86K
TypeSH
Market value$5.22M
1.33%
Sole
15.79K
Shared
0.00
None
74.00
GMO ETF TRUST
SOLEShares208.73K
TypeSH
Market value$5.21M
1.33%
Sole
208.73K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares30.61K
TypeSH
Market value$5.19M
1.32%
Sole
30.55K
Shared
0.00
None
55.00
ORACLE CORP
SOLEShares35.16K
TypeSH
Market value$5.17M
1.32%
Sole
34.96K
Shared
0.00
None
204.00
CSX CORP
SOLEShares123.23K
TypeSH
Market value$5.06M
1.29%
Sole
122.91K
Shared
0.00
None
319.00
GMO ETF TRUST
SOLEShares137.84K
TypeSH
Market value$4.99M
1.27%
Sole
132.96K
Shared
0.00
None
4.88K
DBX ETF TR
SOLEShares98.42K
TypeSH
Market value$4.86M
1.24%
Sole
98.04K
Shared
0.00
None
385.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.76K
TypeSH
Market value$4.68M
1.19%
Sole
9.71K
Shared
0.00
None
55.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 706.12K | SH | $33.24M 8.47% | 705.73K | 0.00 | 388.00 |
J P MORGAN EXCHANGE TRADED FSOLE | DIVERSFD EQT ETF | 329.11K | SH | $17.25M 4.40% | 327.32K | 0.00 | 1.78K |
APPLE INCSOLE | COM | 64.35K | SH | $16.33M 4.16% | 63.87K | 0.00 | 472.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 22.25K | SH | $15.53M 3.96% | 22.14K | 0.00 | 117.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 284.48K | SH | $14.22M 3.62% | 284.48K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 71.84K | SH | $12.53M 3.19% | 71.40K | 0.00 | 441.00 |
MICROSOFT CORPSOLE | COM | 30.56K | SH | $11.31M 2.88% | 30.40K | 0.00 | 159.00 |
APPLIED MATLS INCSOLE | COM | 32.08K | SH | $10.97M 2.79% | 32K | 0.00 | 81.00 |
PGIM ETF TRSOLE | AAA CLO ETF | 194.02K | SH | $9.93M 2.53% | 194.02K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 29.15K | SH | $8.58M 2.19% | 29.06K | 0.00 | 92.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 8K | SH | $7.98M 2.03% | 7.97K | 0.00 | 37.00 |
ALPHABET INCSOLE | CAP STK CL C | 26.11K | SH | $7.49M 1.91% | 25.84K | 0.00 | 265.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S. | 161.46K | SH | $7.03M 1.79% | 160.71K | 0.00 | 753.00 |
CATERPILLAR INCSOLE | COM | 8.94K | SH | $6.33M 1.61% | 8.92K | 0.00 | 22.00 |
J P MORGAN EXCHANGE TRADED FSOLE | U S TECH LEADERS | 72.08K | SH | $5.73M 1.46% | 71.50K | 0.00 | 588.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | NY ARCA BIOTECH | 27.95K | SH | $5.61M 1.43% | 27.87K | 0.00 | 77.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S. | 118.77K | SH | $5.26M 1.34% | 117.99K | 0.00 | 774.00 |
HOME DEPOT INCSOLE | COM | 15.86K | SH | $5.22M 1.33% | 15.79K | 0.00 | 74.00 |
GMO ETF TRUSTSOLE | GMO INTL QUALITY | 208.73K | SH | $5.21M 1.33% | 208.73K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 30.61K | SH | $5.19M 1.32% | 30.55K | 0.00 | 55.00 |
ORACLE CORPSOLE | COM | 35.16K | SH | $5.17M 1.32% | 34.96K | 0.00 | 204.00 |
CSX CORPSOLE | COM | 123.23K | SH | $5.06M 1.29% | 122.91K | 0.00 | 319.00 |
GMO ETF TRUSTSOLE | GMO US QUALITY E | 137.84K | SH | $4.99M 1.27% | 132.96K | 0.00 | 4.88K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 98.42K | SH | $4.86M 1.24% | 98.04K | 0.00 | 385.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.76K | SH | $4.68M 1.19% | 9.71K | 0.00 | 55.00 |
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