Hartford Financial Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Hartford Financial Management Inc. disclosed 344 stock positions valued at approximately $448.13M as of quarter-end September 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, VANGUARD WORLD FD, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 344
- Portfolio Value
- $448.13M
Holdings by Sector
Hartford Financial Management Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 7.64% | 764,646 | -3,888 | -0.51% | $34,240,865 |
| VANGUARD WORLD FD | VGT | Other | 5.48% | 195,376 | +2,122 | +1.10% | $24,552,922 |
| APPLE INC | AAPL | Technology | 4.78% | 64,342 | -311 | -0.48% | $21,427,271 |
| NVIDIA CORPORATION | NVDA | Technology | 4.74% | 93,058 | +20,157 | +27.65% | $21,252,587 |
| J P MORGAN EXCHANGE TRADED F | JPSE | Other | 4.08% | 324,968 | +2,674 | +0.83% | $18,302,180 |
| MICROSOFT CORP | MSFT | Technology | 3.65% | 31,860 | -842 | -2.57% | $16,340,923 |
| APPLIED MATLS INC | AMAT | Technology | 3.22% | 28,245 | +6 | +0.02% | $14,443,945 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 2.56% | 241,018 | -16,161 | -6.28% | $11,467,637 |
| PGIM ETF TR | PAAA | Other | 2.26% | 197,587 | -7,195 | -3.51% | $10,134,238 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.10% | 28,421 | -221 | -0.77% | $9,402,368 |
| ALPHABET INC | GOOG | Communication Services | 1.93% | 25,370 | +19 | +0.07% | $8,644,692 |
| FIRST TR EXCHNG TRADED FD VI | DAUG | Other | 1.72% | 161,771 | -478 | -0.29% | $7,692,179 |
| J P MORGAN EXCHANGE TRADED F | JTEK | Other | 1.65% | 70,380 | +1,192 | +1.72% | $7,403,625 |
| FIRST TR EXCHANGE-TRADED FD | FBT | Other | 1.62% | 26,710 | -111 | -0.41% | $7,272,114 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.61% | 7,916 | +21 | +0.27% | $7,206,131 |
| GMO ETF TRUST | QLTI | Other | 1.58% | 265,393 | +5,861 | +2.26% | $7,064,338 |
| CATERPILLAR INC | CAT | Industrials | 1.54% | 8,493 | +41 | +0.49% | $6,885,975 |
| DBX ETF TR | DBEF | Other | 1.54% | 125,273 | +3,239 | +2.65% | $6,883,752 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.51% | 134,583 | +25,097 | +22.92% | $6,778,953 |
| GMO ETF TRUST | QLTY | Other | 1.37% | 143,729 | +1,481 | +1.04% | $6,153,039 |
| FIRST TR EXCHNG TRADED FD VI | DDEC | Other | 1.31% | 121,015 | -495 | -0.41% | $5,880,228 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.26% | 22,576 | -134 | -0.59% | $5,624,811 |
| CSX CORP | CSX | Industrials | 1.24% | 119,635 | +68 | +0.06% | $5,564,214 |
| VISA INC | V | Financial Services | 1.23% | 15,345 | +5 | +0.03% | $5,513,876 |
| SELECT SECTOR SPDR TR | XLY | Other | 1.23% | 50,524 | +3,254 | +6.88% | $5,498,998 |
| META PLATFORMS INC | META | Communication Services | 1.20% | 7,430 | +34 | +0.46% | $5,387,860 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 1.15% | 78,121 | - | - | $5,145,050 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.12% | 10,971 | +10 | +0.09% | $5,004,861 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.12% | 10,039 | +61 | +0.61% | $4,998,921 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.10% | 30,325 | -57 | -0.19% | $4,935,354 |
Showing 30 of 344 holdings in the latest reporting period.