Hartford Financial Management Inc. Top Holdings and 13F Report (2026) About Hartford Financial Management Inc.Investment ActivityHartford Financial Management Inc. has $392.42 million in total holdings as of March 31, 2026.Hartford Financial Management Inc. owns shares of 344 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 6.02% of the portfolio was purchased this quarter.About 3.66% of the portfolio was sold this quarter.This quarter, Hartford Financial Management Inc. has purchased 338 new stocks and bought additional shares in 52 stocks.Hartford Financial Management Inc. sold shares of 105 stocks and completely divested from 16 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $33,244,241JPMorgan Diversified Return U.S. Small Cap Equity ETF $17,254,961Apple $16,330,258Vanguard Information Technology ETF $15,527,381JPMorgan Municipal ETF $14,221,206 Largest New Holdings this Quarter 90139K308 - GMO ETF TRUST $5,212,923 Holding90139K100 - GMO ETF TRUST $4,987,052 Holding233051200 - Xtrackers MSCI EAFE Hedged Equity ETF $4,862,195 Holding45256X103 - ImmunityBio $99,695 Holding75508B104 - Rayonier Advanced Materials $88,560 Holding Largest Purchases this Quarter GMO ETF TRUST 208,734 shares (about $5.21M)GMO ETF TRUST 137,840 shares (about $4.99M)Xtrackers MSCI EAFE Hedged Equity ETF 98,425 shares (about $4.86M)Oracle 8,095 shares (about $1.19M)Rayonier 52,706 shares (about $1.09M) Largest Sales this Quarter Invesco S&P 500 Quality ETF 54,182 shares (about $4.07M)Applied Materials 3,101 shares (about $1.06M)JPMorgan Core Plus Bond ETF 19,613 shares (about $923.38K)Alphabet 2,139 shares (about $613.60K)KLA 403 shares (about $593.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHartford Financial Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$33,244,241$923,381 ▼-2.7%706,1228.5%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$17,254,961$224,558 ▼-1.3%329,1054.4%ETFAAPLApple$16,330,258$286,781 ▼-1.7%64,3464.2%Computer and TechnologyVGTVanguard Information Technology ETF$15,527,381$172,340 ▼-1.1%22,2544.0%ETFJMUBJPMorgan Municipal ETF$14,221,206$759,948 ▲5.6%284,4813.6%ETFNVDANVIDIA$12,528,644$157,308 ▲1.3%71,8393.2%Computer and TechnologyMSFTMicrosoft$11,312,941$1,055,741 ▲10.3%30,5612.9%Computer and TechnologyAMATApplied Materials$10,965,307$1,059,891 ▼-8.8%32,0822.8%Computer and TechnologyPGIM ETF TR$9,929,995$32,243 ▲0.3%194,0212.5%AAA CLO ETFJPMJPMorgan Chase & Co.$8,575,204$176,793 ▲2.1%29,1512.2%FinanceCOSTCostco Wholesale$7,975,156$25,906 ▲0.3%8,0042.0%Retail/WholesaleGOOGAlphabet$7,488,516$613,596 ▼-7.6%26,1051.9%Computer and TechnologyDAUGFT Vest U.S. Equity Deep Buffer ETF - August$7,032,031$15,418 ▲0.2%161,4611.8%ETFCATCaterpillar$6,333,559$391,774 ▼-5.8%8,9401.6%IndustrialsJ P MORGAN EXCHANGE TRADED F$5,733,641$268,925 ▲4.9%72,0851.5%U S TECH LEADERSFBTFirst Trust NYSE Arca Biotechnology Index Fund$5,612,554$242,391 ▼-4.1%27,9481.4%ETFDDECFT Vest U.S. Equity Deep Buffer ETF - December$5,258,915$271,348 ▲5.4%118,7651.3%ETFHDHome Depot$5,215,793$23,022 ▼-0.4%15,8591.3%Retail/WholesaleGMO ETF TRUST$5,212,923$5,212,923 ▲New Holding208,7341.3%GMO INTL QUALITYXOMExxonMobil$5,192,365$280,613 ▼-5.1%30,6051.3%EnergyORCLOracle$5,172,944$1,190,848 ▲29.9%35,1641.3%Computer and TechnologyCSXCSX$5,058,650$170,522 ▼-3.3%123,2311.3%TransportationGMO ETF TRUST$4,987,052$4,987,052 ▲New Holding137,8401.3%GMO US QUALITY EDBEFXtrackers MSCI EAFE Hedged Equity ETF$4,862,195$4,862,195 ▲New Holding98,4251.2%ETFBRK.BBerkshire Hathaway$4,678,909$90,569 ▲2.0%9,7641.2%FinanceVVisa$4,636,895$417,689 ▲9.9%15,3421.2%Business ServicesRTXRTX$4,558,945$177,273 ▼-3.7%23,6341.2%AerospaceAMZNAmazon.com$4,444,066$114,549 ▲2.6%21,3381.1%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$4,101,362$505,235 ▼-11.0%12,1361.0%Computer and TechnologyMETAMeta Platforms$3,858,755$748,295 ▲24.1%6,7451.0%Computer and TechnologyARKQARK Autonomous Technology & Robotics ETF$3,688,733$7,084 ▼-0.2%32,8030.9%ETFKLACKLA$3,653,050$593,381 ▼-14.0%2,4810.9%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$3,535,757$5,703 ▼-0.2%78,1210.9%ETFHONHoneywell International$3,499,195$78,207 ▼-2.2%15,4810.9%Multi-Sector ConglomeratesCMECME Group$3,255,348$65,568 ▲2.1%11,0220.8%FinanceCVXChevron$3,130,283$122,695 ▼-3.8%15,1290.8%EnergyUNPUnion Pacific$3,112,652$85,162 ▼-2.7%12,8290.8%TransportationADPAutomatic Data Processing$2,983,577$237,524 ▲8.6%14,6840.8%Computer and TechnologyGLWCorning$2,929,546$108,774 ▼-3.6%21,5460.7%Computer and TechnologyBACBank of America$2,820,042$112,954 ▲4.2%57,8470.7%FinanceGSThe Goldman Sachs Group$2,791,7670.0%3,3000.7%FinanceTJXTJX Companies$2,769,358$87,835 ▲3.3%17,3410.7%Retail/WholesaleDISWalt Disney$2,643,362$17,060 ▲0.6%27,4260.7%Consumer DiscretionaryDHRDanaher$2,629,961$71,669 ▼-2.7%13,8710.7%MedicalNFLXNetflix$2,597,781$322,006 ▲14.1%27,0180.7%Consumer DiscretionaryGSIGGoldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF$2,521,509$44,693 ▲1.8%53,2020.6%ETFABTAbbott Laboratories$2,432,330$41,684 ▼-1.7%23,6910.6%MedicalJNJJohnson & Johnson$2,318,941$243,456 ▼-9.5%9,4870.6%MedicalWMBWilliams Companies$2,283,386$168,339 ▼-6.9%31,3740.6%EnergyJPSTJPMorgan Ultra-Short Income ETF$2,246,504$90,945 ▼-3.9%44,3890.6%ETFGPCGenuine Parts$2,222,548$6,345 ▼-0.3%21,0170.6%Retail/WholesaleENBEnbridge$2,114,438$42,337 ▼-2.0%39,0550.5%EnergyPEPPepsiCo$2,053,188$27,020 ▲1.3%13,2220.5%Consumer StaplesPLDPrologis$2,049,584$58,291 ▼-2.8%15,5060.5%FinanceMPCMarathon Petroleum$2,011,696$129,897 ▼-6.1%8,2390.5%EnergyWALMART INC$1,997,429$994 ▼0.0%16,0720.5%COMMDLZMondelez International$1,967,138$103,752 ▲5.6%34,1280.5%Consumer StaplesMRKMerck & Co., Inc.$1,948,159$164,311 ▼-7.8%16,1960.5%MedicalSPHQInvesco S&P 500 Quality ETF$1,901,776$4,073,935 ▼-68.2%25,2930.5%ETFUNHUnitedHealth Group$1,787,247$129,071 ▲7.8%6,6050.5%MedicalGOOGLAlphabet$1,738,301$2,300 ▼-0.1%6,0450.4%Computer and TechnologyRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,684,311$9,873 ▼-0.6%55,7840.4%ETFSPLGSPDR Portfolio S&P 500 ETF$1,538,914$67,585 ▲4.6%20,1060.4%ETFPGProcter & Gamble$1,493,781$20,366 ▲1.4%10,3420.4%Consumer StaplesTXNTexas Instruments$1,492,549$6,018 ▼-0.4%7,6880.4%Computer and TechnologyIBMInternational Business Machines$1,469,8530.0%6,0640.4%Computer and TechnologyLOWLowe's Companies$1,396,888$23,392 ▼-1.6%5,9120.4%Retail/WholesalePHParker-Hannifin$1,362,556$58,191 ▼-4.1%1,5220.3%IndustrialsGLDSPDR Gold Shares$1,206,9640.0%2,8050.3%FinanceEPDEnterprise Products Partners$1,174,7540.0%31,0450.3%EnergyWMWaste Management$1,172,159$230 ▼0.0%5,1010.3%Business ServicesRYNRayonier$1,122,512$1,086,798 ▲3,043.1%54,4380.3%ConstructionDJULFT Vest U.S. Equity Deep Buffer ETF - July$1,114,329$158,495 ▼-12.5%23,8410.3%ETFFCXFreeport-McMoRan$1,067,563$168,405 ▼-13.6%18,1620.3%Basic MaterialsCICigna Group$1,013,384$5,602 ▼-0.5%3,7990.3%MedicalBABoeing$931,660$22,888 ▼-2.4%4,6810.2%AerospacePULSPGIM Ultra Short Bond ETF$865,6560.0%17,4880.2%ETFLLYEli Lilly and Company$822,5650.0%8940.2%MedicalAXPAmerican Express$813,6720.0%2,6900.2%FinanceAPDAir Products and Chemicals$809,596$19,463 ▲2.5%2,7870.2%Basic MaterialsTMOThermo Fisher Scientific$804,635$14,746 ▲1.9%1,6370.2%MedicalISRGIntuitive Surgical$800,740$30,425 ▲3.9%1,7370.2%MedicalPAYXPaychex$796,378$3,869 ▲0.5%8,6450.2%Computer and TechnologyVOOVanguard S&P 500 ETF$765,4620.0%1,2810.2%ETFCVSCVS Health$740,599$17,668 ▼-2.3%10,3120.2%MedicalQQQInvesco QQQ$724,9550.0%1,2560.2%FinanceFDXFedEx$712,3600.0%2,0000.2%TransportationELEstee Lauder Companies$682,461$31,435 ▲4.8%9,5090.2%Consumer StaplesTTTrane Technologies$680,1200.0%1,6320.2%ConstructionKOCocaCola$672,891$185,030 ▲37.9%8,8480.2%Consumer StaplesBMYBristol Myers Squibb$667,272$28,869 ▼-4.1%11,0020.2%MedicalIWFiShares Russell 1000 Growth ETF$666,679$12,788 ▲2.0%1,5640.2%ETFPLAINS ALL AMERN PIPELINE L$664,6750.0%29,7660.2%UNIT LTD PARTNNFGNational Fuel Gas$663,9220.0%7,0660.2%EnergyRSPInvesco S&P 500 Equal Weight ETF$662,170$77,349 ▼-10.5%3,4500.2%ETFCARRCarrier Global$622,201$1,070 ▼-0.2%11,0500.2%ConstructionGEGE Aerospace$612,0920.0%2,1570.2%AerospaceMCDMcDonald's$591,745$622 ▼-0.1%1,9040.2%Retail/WholesaleKEYKeyCorp$552,6440.0%27,5630.1%FinanceCOFCapital One Financial$547,2900.0%3,0000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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