DOSSIER · 13F-HR · Q1 2026

Hartford Financial Management Inc.

Hartford Financial's asset manager based in Chicago, IL $392M in tracked AUM across 344 positions as of Q1 2026.

HF
Hartford Financial·Chicago, IL·Asset Manager
CIK 0001352526 · last filed Mar 31, 2026
Total AUM
$392M
17.1%
vs prior
Holdings
344
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
Top sector
Financials
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Hartford Financial Management Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$33M706K8.5%
02
JPSE
J P MORGAN EXCHANGE TRADED F
$17M329K4.4%
03
AAPL
APPLE INC
$16M64K4.2%
04
VGT
VANGUARD WORLD FD
$16M22K4.0%
05
JMUB
J P MORGAN EXCHANGE TRADED F
$14M284K3.6%
06
NVDA
NVIDIA CORPORATION
$13M72K3.2%
07
MSFT
MICROSOFT CORP
$11M31K2.9%
08
AMAT
APPLIED MATLS INC
$11M32K2.8%
09
PAAA
PGIM ETF TR
$10M194K2.5%
10
JPM
JPMORGAN CHASE & CO
$9M29K2.2%

Filing history

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