Hartford Financial Management Inc.

Est. AUM

$392.4M

13F long equity, this entity only

Positions

344

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$33.2M	706122	8.47%	SOLE
2	J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$17.3M	329105	4.40%	SOLE
3	APPLE INC	COM	$16.3M	64346	4.16%	SOLE
4	VANGUARD WORLD FD	INF TECH ETF	$15.5M	22254	3.96%	SOLE
5	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$14.2M	284481	3.62%	SOLE
6	NVIDIA CORPORATION	COM	$12.5M	71839	3.19%	SOLE
7	MICROSOFT CORP	COM	$11.3M	30561	2.88%	SOLE
8	APPLIED MATLS INC	COM	$11.0M	32082	2.79%	SOLE
9	PGIM ETF TR	AAA CLO ETF	$9.9M	194021	2.53%	SOLE
10	JPMORGAN CHASE & CO	COM	$8.6M	29151	2.19%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$8.0M	8004	2.03%	SOLE
12	ALPHABET INC	CAP STK CL C	$7.5M	26105	1.91%	SOLE
13	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$7.0M	161461	1.79%	SOLE
14	CATERPILLAR INC	COM	$6.3M	8940	1.61%	SOLE
15	J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$5.7M	72085	1.46%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$5.6M	27948	1.43%	SOLE
17	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$5.3M	118765	1.34%	SOLE
18	HOME DEPOT INC	COM	$5.2M	15859	1.33%	SOLE
19	GMO ETF TRUST	GMO INTL QUALITY	$5.2M	208734	1.33%	SOLE
20	EXXON MOBIL CORP	COM	$5.2M	30605	1.32%	SOLE
21	ORACLE CORP	COM	$5.2M	35164	1.32%	SOLE
22	CSX CORP	COM	$5.1M	123231	1.29%	SOLE
23	GMO ETF TRUST	GMO US QUALITY E	$5.0M	137840	1.27%	SOLE
24	DBX ETF TR	XTRACK MSCI EAFE	$4.9M	98425	1.24%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	9764	1.19%	SOLE
26	VISA INC	COM CL A	$4.6M	15342	1.18%	SOLE
27	RTX CORPORATION	COM	$4.6M	23634	1.16%	SOLE
28	AMAZON COM INC	COM	$4.4M	21338	1.13%	SOLE
29	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$4.1M	12136	1.05%	SOLE
30	META PLATFORMS INC	CL A	$3.9M	6745	0.98%	SOLE
31	ARK ETF TR	AUTNMUS TECHNLGY	$3.7M	32803	0.94%	SOLE
32	KLA CORP	COM NEW	$3.7M	2481	0.93%	SOLE
33	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$3.5M	78121	0.90%	SOLE
34	HONEYWELL INTL INC	COM	$3.5M	15481	0.89%	SOLE
35	CME GROUP INC	COM	$3.3M	11022	0.83%	SOLE
36	CHEVRON CORPORATION	COM	$3.1M	15129	0.80%	SOLE
37	UNION PAC CORP	COM	$3.1M	12829	0.79%	SOLE
38	AUTOMATIC DATA PROCESSING IN	COM	$3.0M	14684	0.76%	SOLE
39	CORNING INC	COM	$2.9M	21546	0.75%	SOLE
40	BANK AMERICA CORP	COM	$2.8M	57847	0.72%	SOLE
41	GOLDMAN SACHS GROUP INC	COM	$2.8M	3300	0.71%	SOLE
42	TJX COS INC NEW	COM	$2.8M	17341	0.71%	SOLE
43	DISNEY WALT CO	COM	$2.6M	27426	0.67%	SOLE
44	DANAHER CORP DEL	COM	$2.6M	13871	0.67%	SOLE
45	NETFLIX INC.	COM	$2.6M	27018	0.66%	SOLE
46	GOLDMAN SACHS ETF TR	ACES INVSTMNT GR	$2.5M	53202	0.64%	SOLE
47	ABBOTT LABORATORIES	COM	$2.4M	23691	0.62%	SOLE
48	JOHNSON & JOHNSON	COM	$2.3M	9487	0.59%	SOLE
49	WILLIAMS COS INC	COM	$2.3M	31374	0.58%	SOLE
50	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.2M	44389	0.57%	SOLE

1–50 of 344

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.