Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| J P Morgan Exchange Traded FCORE PLUS BD ETF | CORE PLUS BD ETF | $36.1M | 8.0% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $23.1M | 5.2% |
| Applied Matls Inc.COM | COM | $20.4M | 4.6% |
| J P Morgan Exchange Traded FDIVERSFD EQT ETF | DIVERSFD EQT ETF | $19.4M | 4.3% |
| Apple Inc.COM | COM | $18.7M | 4.2% |
| Nvidia CorporationCOM | COM | $14.6M | 3.3% |
| J P Morgan Exchange Traded FMUNICIPAL ETF | MUNICIPAL ETF | $13M | 2.9% |
| Microsoft Corp.COM | COM | $12.2M | 2.7% |
| Pgim ETF TRAAA CLO ETF | AAA CLO ETF | $10.5M | 2.3% |
| JPMORGAN Chase & COCOM | COM | $9.38M | 2.1% |
| Caterpillar Inc.COM | COM | $9M | 2.0% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $8.96M | 2.0% |
| J P Morgan Exchange Traded FU S TEC LEA ETF | U S TEC LEA ETF | $7.72M | 1.7% |
| First TR Exchng Traded FD VIFT VEST U.S. | FT VEST U.S. | $7.6M | 1.7% |
| Costco Wholesale CorporationCOM | COM | $7.39M | 1.6% |
| Gmo ETF TrustINTL QUALITY ETF | INTL QUALITY ETF | $7.02M | 1.6% |
| Dbx ETF TRXTRACK MSCI EAFE | XTRACK MSCI EAFE | $6.67M | 1.5% |
| First TR Exchange-traded FDNY ARCA BIOTECH | NY ARCA BIOTECH | $6.65M | 1.5% |
| Gmo ETF TrustUS QUALITY ETF | US QUALITY ETF | $5.92M | 1.3% |
| First TR Exchng Traded FD VIFT VEST U.S. | FT VEST U.S. | $5.76M | 1.3% |
| CSX Corp.COM | COM | $5.68M | 1.3% |
| Select Sector SPDR TRST STR DISCR ETF | ST STR DISCR ETF | $5.54M | 1.2% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $5.54M | 1.2% |
| Corning Inc.COM | COM | $5.5M | 1.2% |
| Amazon Com Inc.COM | COM | $5.41M | 1.2% |
| Visa Inc.COM CL A | COM CL A | $5.26M | 1.2% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $5.23M | 1.2% |
| Invesco Exchange Traded FD TS&P500 EQL TEC | S&P500 EQL TEC | $5.04M | 1.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $4.99M | 1.1% |
| KLA Corp.COM NEW | COM NEW | $4.85M | 1.1% |
| Rtx CorporationCOM | COM | $4.54M | 1.0% |
| Ark ETF TRAUTNMUS TECHNLGY | AUTNMUS TECHNLGY | $4.34M | 1.0% |
| Meta Platforms Inc.CL A | CL A | $4.17M | 0.9% |
| Exxon Mobil Corp.COM | COM | $4.15M | 0.9% |
| Union Pac Corp.COM | COM | $3.48M | 0.8% |
| Bank OF Amer Corp.COM | COM | $3.38M | 0.8% |
| Goldman Sachs Group Inc.COM | COM | $3.34M | 0.7% |
| Automatic Data Processing INCOM | COM | $3.3M | 0.7% |
| Home Depot Inc.COM | COM | $3.08M | 0.7% |
| CME Group Inc.COM | COM | $2.88M | 0.6% |
| TJX Cos Inc. NewCOM | COM | $2.7M | 0.6% |
| Disney Walt COCOM | COM | $2.64M | 0.6% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $2.61M | 0.6% |
| iShares TRMSCI JP VALUE | MSCI JP VALUE | $2.58M | 0.6% |
| Chevron CorporationCOM | COM | $2.49M | 0.6% |
| Johnson & JohnsonCOM | COM | $2.39M | 0.5% |
| Williams Cos Inc.COM | COM | $2.34M | 0.5% |
| Unitedhealth Group Inc.COM | COM | $2.33M | 0.5% |
| Texas Instrs Inc.COM | COM | $2.26M | 0.5% |
| Invesco Exchange Traded FD TS&P500 QUALITY | S&P500 QUALITY | $2.22M | 0.5% |
J P Morgan Exchange Traded FCORE PLUS BD ETF$36.1M
- Class
- CORE PLUS BD ETF
- Share
- 8.0%
Vanguard World FDINF TECH ETF$23.1M
- Class
- INF TECH ETF
- Share
- 5.2%
Applied Matls Inc.COM$20.4M
- Class
- COM
- Share
- 4.6%
J P Morgan Exchange Traded FDIVERSFD EQT ETF$19.4M
- Class
- DIVERSFD EQT ETF
- Share
- 4.3%
Apple Inc.COM$18.7M
- Class
- COM
- Share
- 4.2%
Nvidia CorporationCOM$14.6M
- Class
- COM
- Share
- 3.3%
J P Morgan Exchange Traded FMUNICIPAL ETF$13M
- Class
- MUNICIPAL ETF
- Share
- 2.9%
Microsoft Corp.COM$12.2M
- Class
- COM
- Share
- 2.7%
Pgim ETF TRAAA CLO ETF$10.5M
- Class
- AAA CLO ETF
- Share
- 2.3%
JPMORGAN Chase & COCOM$9.38M
- Class
- COM
- Share
- 2.1%
Caterpillar Inc.COM$9M
- Class
- COM
- Share
- 2.0%
Alphabet Inc.CAP STK CL C$8.96M
- Class
- CAP STK CL C
- Share
- 2.0%
J P Morgan Exchange Traded FU S TEC LEA ETF$7.72M
- Class
- U S TEC LEA ETF
- Share
- 1.7%
First TR Exchng Traded FD VIFT VEST U.S.$7.6M
- Class
- FT VEST U.S.
- Share
- 1.7%
Costco Wholesale CorporationCOM$7.39M
- Class
- COM
- Share
- 1.6%
Gmo ETF TrustINTL QUALITY ETF$7.02M
- Class
- INTL QUALITY ETF
- Share
- 1.6%
Dbx ETF TRXTRACK MSCI EAFE$6.67M
- Class
- XTRACK MSCI EAFE
- Share
- 1.5%
First TR Exchange-traded FDNY ARCA BIOTECH$6.65M
- Class
- NY ARCA BIOTECH
- Share
- 1.5%
Gmo ETF TrustUS QUALITY ETF$5.92M
- Class
- US QUALITY ETF
- Share
- 1.3%
First TR Exchng Traded FD VIFT VEST U.S.$5.76M
- Class
- FT VEST U.S.
- Share
- 1.3%
CSX Corp.COM$5.68M
- Class
- COM
- Share
- 1.3%
Select Sector SPDR TRST STR DISCR ETF$5.54M
- Class
- ST STR DISCR ETF
- Share
- 1.2%
J P Morgan Exchange Traded FULTRA SHRT ETF$5.54M
- Class
- ULTRA SHRT ETF
- Share
- 1.2%
Corning Inc.COM$5.5M
- Class
- COM
- Share
- 1.2%
Amazon Com Inc.COM$5.41M
- Class
- COM
- Share
- 1.2%
Visa Inc.COM CL A$5.26M
- Class
- COM CL A
- Share
- 1.2%
Taiwan Semiconductor ManufacSPONSORED ADS$5.23M
- Class
- SPONSORED ADS
- Share
- 1.2%
Invesco Exchange Traded FD TS&P500 EQL TEC$5.04M
- Class
- S&P500 EQL TEC
- Share
- 1.1%
Berkshire Hathaway Inc. DelCL B NEW$4.99M
- Class
- CL B NEW
- Share
- 1.1%
KLA Corp.COM NEW$4.85M
- Class
- COM NEW
- Share
- 1.1%
Rtx CorporationCOM$4.54M
- Class
- COM
- Share
- 1.0%
Ark ETF TRAUTNMUS TECHNLGY$4.34M
- Class
- AUTNMUS TECHNLGY
- Share
- 1.0%
Meta Platforms Inc.CL A$4.17M
- Class
- CL A
- Share
- 0.9%
Exxon Mobil Corp.COM$4.15M
- Class
- COM
- Share
- 0.9%
Union Pac Corp.COM$3.48M
- Class
- COM
- Share
- 0.8%
Bank OF Amer Corp.COM$3.38M
- Class
- COM
- Share
- 0.8%
Goldman Sachs Group Inc.COM$3.34M
- Class
- COM
- Share
- 0.7%
Automatic Data Processing INCOM$3.3M
- Class
- COM
- Share
- 0.7%
Home Depot Inc.COM$3.08M
- Class
- COM
- Share
- 0.7%
CME Group Inc.COM$2.88M
- Class
- COM
- Share
- 0.6%
TJX Cos Inc. NewCOM$2.7M
- Class
- COM
- Share
- 0.6%
Disney Walt COCOM$2.64M
- Class
- COM
- Share
- 0.6%
Select Sector SPDR TRST STR CARE ETF$2.61M
- Class
- ST STR CARE ETF
- Share
- 0.6%
iShares TRMSCI JP VALUE$2.58M
- Class
- MSCI JP VALUE
- Share
- 0.6%
Chevron CorporationCOM$2.49M
- Class
- COM
- Share
- 0.6%
Johnson & JohnsonCOM$2.39M
- Class
- COM
- Share
- 0.5%
Williams Cos Inc.COM$2.34M
- Class
- COM
- Share
- 0.5%
Unitedhealth Group Inc.COM$2.33M
- Class
- COM
- Share
- 0.5%
Texas Instrs Inc.COM$2.26M
- Class
- COM
- Share
- 0.5%
Invesco Exchange Traded FD TS&P500 QUALITY$2.22M
- Class
- S&P500 QUALITY
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 349 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1352526
- File number
- 028-11822
- Options
- 0 call, 0 put
- In the 25 largest
- 62.0%
- Prior quarter
- $392M at 31 March 2026
- Positions opened
- 18
- Positions closed
- 13
Common questions
What are Hartford Financial Management’s 13F holdings worth?
$448 million across 349 positions for the quarter ended 30 June 2026.
What is Hartford Financial Management’s largest 13F holding?
J P MORGAN EXCHANGE TRADED F (CORE PLUS BD ETF) was the largest position at $36.1 million, or 8.0% of reported 13F value, as of 30 June 2026.
How concentrated is Hartford Financial Management’s 13F portfolio?
The ten largest positions accounted for 39.6% of reported value and the twenty-five largest for 62.0%, across 349 positions as of 30 June 2026.
Does Form 13F show everything Hartford Financial Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Hartford Financial Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.