Hartford Financial Management Inc.
Q3 2026 13F filing
Updated 15 days ago347 disclosed positions worth $448.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | J J P MORGAN EXCHANGE TRADED F | $34.2M | 764.6K | 7.64% | Trimmed(-0.5%) |
| 2 | V VANGUARD WORLD FD | $24.6M | 195.4K | 5.48% | Added(+1.1%) |
| 3 | A APPLE INC | $21.4M | 64.3K | 4.78% | Trimmed(-0.5%) |
| 4 | ? N/A J P MORGAN EXCHANGE TRADED F | $18.3M | 325.0K | 4.08% | Added(+0.8%) |
| 5 | N NVIDIA CORPORATION | $16.7M | 73.1K | 3.72% | Added(+0.2%) |
| 6 | M MICROSOFT CORP | $16.3M | 31.9K | 3.65% | Trimmed(-2.6%) |
| 7 | A APPLIED MATLS INC | $14.4M | 28.2K | 3.22% | Added(+0.0%) |
| 8 | J J P MORGAN EXCHANGE TRADED F | $11.5M | 241.0K | 2.56% | Trimmed(-6.3%) |
| 9 | ? N/A PGIM ETF TR | $10.1M | 197.6K | 2.26% | Trimmed(-3.5%) |
| 10 | J JPMORGAN CHASE & CO | $9.4M | 28.4K | 2.10% | Trimmed(-0.8%) |
| 11 | G ALPHABET INC | $8.6M | 25.4K | 1.93% | Added(+0.1%) |
| 12 | ? N/A FIRST TR EXCHNG TRADED FD VI | $7.7M | 161.8K | 1.72% | Trimmed(-0.3%) |
| 13 | J J P MORGAN EXCHANGE TRADED F | $7.4M | 70.4K | 1.65% | Added(+1.7%) |
| 14 | F FIRST TR EXCHANGE-TRADED FD | $7.3M | 26.7K | 1.62% | Trimmed(-0.4%) |
| 15 | C COSTCO WHOLESALE CORPORATION | $7.2M | 7.9K | 1.61% | Added(+0.3%) |
| 16 | ? N/A GMO ETF TRUST | $7.1M | 265.4K | 1.58% | Added(+2.3%) |
| 17 | C CATERPILLAR INC | $6.9M | 8.5K | 1.54% | Added(+0.5%) |
| 18 | ? N/A DBX ETF TR | $6.9M | 125.3K | 1.54% | Added(+2.6%) |
| 19 | J J P MORGAN EXCHANGE TRADED F | $6.8M | 134.6K | 1.51% | Added(+22.9%) |
| 20 | U GMO ETF TRUST | $6.2M | 143.7K | 1.37% | Added(+1.0%) |
| 21 | ? N/A FIRST TR EXCHNG TRADED FD VI | $5.9M | 121.0K | 1.31% | Trimmed(-0.4%) |
| 22 | A AMAZON COM INC | $5.6M | 22.6K | 1.26% | Trimmed(-0.6%) |
| 23 | C CSX CORP | $5.6M | 119.6K | 1.24% | Added(+0.1%) |
| 24 | V VISA INC | $5.5M | 15.3K | 1.23% | Added(+0.0%) |
| 25 | S SELECT SECTOR SPDR TR | $5.5M | 50.5K | 1.23% | Added(+6.9%) |
| 26 | M META PLATFORMS INC | $5.4M | 7.4K | 1.20% | Added(+0.5%) |
| 27 | I INVESCO EXCHANGE TRADED FD T | $5.1M | 78.1K | 1.15% | Unchanged |
| 28 | T TAIWAN SEMICONDUCTOR MANUFAC | $5M | 11.0K | 1.12% | Added(+0.1%) |
| 29 | B BERKSHIRE HATHAWAY INC DEL | $5M | 10.0K | 1.12% | Added(+0.6%) |
| 30 | X EXXONMOBIL HOLDINGS CORP | $4.9M | 30.3K | 1.10% | — |
| 31 | N NVIDIA CORPORATION | $4.6M | 20.0K | 1.02% | Trimmed(-72.6%) |
| 32 | R RTX CORPORATION | $4.4M | 23.9K | 0.99% | Trimmed(-0.1%) |
| 33 | ? N/A ARK ETF TR | $4M | 32.6K | 0.88% | Trimmed(-0.7%) |
| 34 | A AUTOMATIC DATA PROCESSING IN | $3.7M | 14.3K | 0.82% | Trimmed(-3.2%) |
| 35 | U UNION PAC CORP | $3.5M | 12.7K | 0.77% | Trimmed(-0.4%) |
| 36 | C CME GROUP INC | $3.4M | 13.1K | 0.77% | Added(+0.3%) |
| 37 | B BANK OF AMER CORP | $3.2M | 59.4K | 0.72% | Added(+0.1%) |
| 38 | G CORNING INC | $3.2M | 20.9K | 0.72% | Trimmed(-3.1%) |
| 39 | M MARATHON PETE CORP | $3.2M | 8.1K | 0.72% | Added(+0.0%) |
| 40 | K KLA CORP | $3.2M | 16.2K | 0.70% | Added(+0.5%) |
| 41 | C CHEVRON CORPORATION | $3.1M | 15.0K | 0.68% | Trimmed(-0.3%) |
| 42 | S SELECT SECTOR SPDR TR | $3M | 17.7K | 0.67% | Added(+7.6%) |
| 43 | G GOLDMAN SACHS GROUP INC | $3M | 3.3K | 0.66% | Unchanged |
| 44 | D DISNEY WALT CO | $2.9M | 27.7K | 0.65% | Added(+0.9%) |
| 45 | ? N/A ISHARES TR | $2.9M | 58.8K | 0.64% | Unchanged |
| 46 | J JOHNSON & JOHNSON | $2.5M | 9.4K | 0.55% | Trimmed(-0.3%) |
| 47 | H HOME DEPOT INC | $2.5M | 8.6K | 0.55% | Trimmed(-1.4%) |
| 48 | T TJX COS INC NEW | $2.4M | 18.1K | 0.53% | Added(+1.6%) |
| 49 | E ISHARES TR | $2.3M | 21.3K | 0.51% | Unchanged |
| 50 | M MERCK & CO INC | $2.3M | 15.6K | 0.50% | Trimmed(-1.2%) |