DOSSIER · 13F-HR · Q2 2026

Hartford Financial Management Inc.

$448M in tracked AUM across 349 positions as of Q2 2026.

HF
CIK 0001352526 · last filed Jun 30, 2026
Total AUM
$448M
as of Q2 2026
Holdings
349
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Hartford Financial Management Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$36M769K8.0%
02
VGT
VANGUARD WORLD FD
$23M193K5.2%
03
AMAT
APPLIED MATLS INC
$20M28K4.6%
04
JPSE
J P MORGAN EXCHANGE TRADED F
$19M322K4.3%
05
AAPL
APPLE INC
$19M65K4.2%
06
NVDA
NVIDIA CORPORATION
$15M73K3.3%
07
JMUB
J P MORGAN EXCHANGE TRADED F
$13M257K2.9%
08
MSFT
MICROSOFT CORP
$12M33K2.7%
09
PAAA
PGIM ETF TR
$10M205K2.3%
10
JPM
JPMORGAN CHASE & CO
$9M29K2.1%

Filing history

2026Q2Jun 30
$448M 14.2%
349 positionsView →
2026Q1Mar 31
$392M 2.0%
344 positionsView →
2025Q4Dec 31
$385M 1.9%
338 positionsView →
2025Q3Sep 30
$378M 3.3%
340 positionsView →
2025Q2Jun 30
$366M 24.5%
347 positionsLocked
2025Q1Mar 31
$484M 0.8%
359 positionsLocked
2024Q4Dec 31
$488M 0.2%
377 positionsLocked
2024Q3Sep 30
$489M 4.9%
380 positionsLocked
2024Q2Jun 30
$466M 1.6%
395 positionsLocked
2024Q1Mar 31
$474M 7.3%
382 positionsLocked
2023Q4Dec 31
$441M 12.7%
391 positionsLocked
2023Q3Sep 30
$392M 3.2%
390 positionsLocked
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