Hartford Financial Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Hartford Financial Management Inc. disclosed 337 stock positions valued at approximately $448.18M as of quarter-end June 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, VANGUARD WORLD FD, and APPLIED MATLS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 337
- Portfolio Value
- $448.18M
Holdings by Sector
Hartford Financial Management Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 8.05% | 768,534 | +62,412 | +8.84% | $36,075,004 |
| VANGUARD WORLD FD | VGT | Other | 5.15% | 193,254 | +171,000 | +768.40% | $23,097,773 |
| APPLIED MATLS INC | AMAT | Technology | 4.56% | 28,239 | -3,843 | -11.98% | $20,416,797 |
| J P MORGAN EXCHANGE TRADED F | JPSE | Other | 4.33% | 322,294 | -6,811 | -2.07% | $19,390,803 |
| APPLE INC | AAPL | Technology | 4.17% | 64,653 | +307 | +0.48% | $18,707,945 |
| NVIDIA CORPORATION | NVDA | Technology | 3.25% | 72,901 | +1,062 | +1.48% | $14,586,762 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 2.91% | 257,179 | -27,302 | -9.60% | $13,027,403 |
| MICROSOFT CORP | MSFT | Technology | 2.72% | 32,702 | +2,141 | +7.01% | $12,198,350 |
| PGIM ETF TR | PAAA | Other | 2.34% | 204,782 | +10,761 | +5.55% | $10,499,174 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.09% | 28,642 | -509 | -1.75% | $9,375,548 |
| CATERPILLAR INC | CAT | Industrials | 2.01% | 8,452 | -488 | -5.46% | $9,000,425 |
| ALPHABET INC | GOOG | Communication Services | 2.00% | 25,351 | -754 | -2.89% | $8,957,343 |
| J P MORGAN EXCHANGE TRADED F | JTEK | Other | 1.72% | 69,188 | -2,897 | -4.02% | $7,718,033 |
| FIRST TR EXCHNG TRADED FD VI | DAUG | Other | 1.70% | 162,249 | +788 | +0.49% | $7,600,928 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.65% | 7,895 | -109 | -1.36% | $7,385,340 |
| DBX ETF TR | DBEF | Other | 1.49% | 122,034 | +23,609 | +23.99% | $6,666,718 |
| FIRST TR EXCHANGE-TRADED FD | FBT | Other | 1.48% | 26,821 | -1,127 | -4.03% | $6,648,703 |
| GMO ETF TRUST | QLTY | Other | 1.32% | 142,248 | +4,408 | +3.20% | $5,920,362 |
| FIRST TR EXCHNG TRADED FD VI | DDEC | Other | 1.28% | 121,510 | +2,745 | +2.31% | $5,756,538 |
| CSX CORP | CSX | Industrials | 1.27% | 119,567 | -3,664 | -2.97% | $5,683,043 |
| SELECT SECTOR SPDR TR | XLY | Other | 1.24% | 47,270 | +47,270 | +100.00% | $5,543,826 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.24% | 109,486 | +65,097 | +146.65% | $5,536,684 |
| CORNING INC | GLW | Technology | 1.23% | 21,546 | - | - | $5,503,376 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.21% | 22,710 | +1,372 | +6.43% | $5,412,702 |
| VISA INC | V | Financial Services | 1.17% | 15,340 | -2 | -0.01% | $5,262,919 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.17% | 10,961 | -1,175 | -9.68% | $5,234,645 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 1.12% | 78,121 | - | - | $5,038,805 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.11% | 9,978 | +214 | +2.19% | $4,992,892 |
| KLA CORP | KLAC | Technology | 1.08% | 16,080 | +13,599 | +548.13% | $4,851,497 |
| RTX CORPORATION | RTX | Industrials | 1.01% | 23,954 | +320 | +1.35% | $4,544,740 |
Showing 30 of 337 holdings in the latest reporting period.