Hartford Funds Management Co LLC
$1.2B in tracked AUM across 100 positions as of Q1 2026.
Hartford Funds Management's $1.15B portfolio is an 81%-ETF allocation built around the firm's own Hartford Funds and Lattice Strategies products — there is no active stock-selection thesis to summarize. Eight positions (HTRB, HCRB, RODM, HFGO, HFSI, ROUS, VMAX, HQGO) account for 81% of the book, with the remaining 19% spread across another dozen diversified Vanguard, iShares, Dimensional, PIMCO, and T. Rowe Price ETFs. Single-stock exposure is negligible — the largest individual names (Apple, Alphabet, Nvidia, Microsoft) each represent less than 1% of the portfolio, totaling roughly $39M combined against a $1.15B book. The 56 position changes recorded are mechanical rebalancing within the ETF complex. This filing documents a passive multi-factor or multi-strategy ETF allocation vehicle, not an actively managed institutional portfolio. There is no actionable smart-money signal or institutional conviction narrative to extract; readers seeking active management insight should look elsewhere.
Quarter at a glance — Q1 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q1 2026.