Hartford Financial Management Inc. Portfolio Holdings

Hartford Financial Management Inc.

  • $349 Million
  • Q4 2025

Hartford Financial Management Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $349 Million distributed in 338 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $34.4M, Apple Inc. with a value of $17.5M, Vanguard Information Technolog with a value of $17M, J P Morgan Diversified Return with a value of $16.3M, and Microsoft Corp with a value of $14.1M.

Examining the 13F form we can see an increase of $1.49M in the current position value, from $347M to 349M.

Below you can find more details about Hartford Financial Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $349 Million
ETFs: $112 Million
Technology: $72.9 Million
Industrials: $32.1 Million
Financial Services: $30.9 Million
Communication Services: $19.2 Million
Consumer Cyclical: $18.8 Million
Healthcare: $18.6 Million
Consumer Defensive: $17.5 Million
Other: $22.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.4 Million 9.86% of portfolio
725,735
Q4 2025 Added 3.68%
$0
$17 Million 4.88% of portfolio
22,501
Q4 2025 Added 3.75%
$0
$16.3 Million 4.69% of portfolio
333,388
Q4 2025 Added 3.86%
$0
$13.6 Million 3.91% of portfolio
269,279
Q4 2025 Added 33.37%
$0
$5.83 Million 1.67% of portfolio
29,155
Q4 2025 Reduced 1.1%
$0
$5.84 Million 1.67% of portfolio
79,475
Q4 2025 Added 1.59%
$0
$4.97 Million 1.42% of portfolio
112,637
Q4 2025 Reduced 0.76%
$0
$3.57 Million 1.02% of portfolio
32,866
Q4 2025 Added 1.47%
$0
$2.49 Million 0.71% of portfolio
52,259
Q4 2025 Reduced 0.35%
$0
$2.34 Million 0.67% of portfolio
46,186
Q4 2025 Added 3.82%
$0
$1.52 Million 0.44% of portfolio
19,223
Q4 2025 Added 1.3%
$0
$1.27 Million 0.37% of portfolio
27,232
Q4 2025 Reduced 45.28%
$130B
$1.05 Million 0.3% of portfolio
2,805
Q4 2023 Reduced 5.59%
$0
$869,000 0.25% of portfolio
17,488
Q2 2024 Reduced 44.5%
$0
$791,000 0.23% of portfolio
1,281
Q4 2025 Added 0.55%
$0
$758,000 0.22% of portfolio
1,256
Q4 2025 Added 2.2%
$0
$722,000 0.21% of portfolio
1,534
Q4 2025 Added 0.07%
$0
$531,000 0.15% of portfolio
10,436
Q3 2025 Reduced 0.42%
$0
$330,000 0.09% of portfolio
4,000
Q4 2019 New
$0
$136,000 0.04% of portfolio
2,600
Q3 2025 Reduced 10.25%
$0
$108,000 0.03% of portfolio
547
Q2 2025 New
$0
$108,000 0.03% of portfolio
376
Q4 2025 Added 100.0%
$0
$61,000 0.02% of portfolio
258
Q2 2024 Reduced 16.23%
$0
$72,000 0.02% of portfolio
108
Q4 2025 Added 0.93%
$0
$54,000 0.02% of portfolio
608
Q2 2024 Reduced 70.06%
$0
$62,000 0.02% of portfolio
94
Q3 2025 Added 70.91%
$0
$84,000 0.02% of portfolio
300
Q2 2018 New
$0
$82,000 0.02% of portfolio
1,068
Q4 2024 Added 1.71%
$0
$79,000 0.02% of portfolio
2,036
Q4 2025 Reduced 98.63%
$0
$57,000 0.02% of portfolio
131
Q3 2025 Added 125.86%
$0
$28,000 0.01% of portfolio
158
Q2 2025 New
$0
$44,000 0.01% of portfolio
513
Q4 2025 Added 12.01%
$0
$47,000 0.01% of portfolio
137
Q3 2025 Added 34.31%
$0
$39,000 0.01% of portfolio
528
Q2 2025 New
$0
$39,000 0.01% of portfolio
420
Q2 2018 Added 200.0%
$0
$45,000 0.01% of portfolio
300
Q1 2024 Reduced 35.62%
$0
$31,000 0.01% of portfolio
346
Q4 2025 Added 100.0%
$0
$23,000 0.01% of portfolio
420
Q3 2024 Reduced 8.5%
$0
$19,000 0.01% of portfolio
126
Q2 2024 Reduced 28.0%
$0
$25,000 0.01% of portfolio
76
Q3 2025 Reduced 44.93%
$0
$19,000 0.01% of portfolio
93
Q2 2025 Reduced 1.06%
$0
$11,000 0.0% of portfolio
80
Q3 2025 Added 33.33%
$0
$10,000 0.0% of portfolio
137
Q3 2025 Reduced 61.41%
$0
$7,000 0.0% of portfolio
47
Q4 2025 Added 2.17%
$0
$0 0.0% of portfolio
1
Q3 2024 New
$0
$16,000 0.0% of portfolio
255
Q1 2024 Added 400.0%
$0
$2,000 0.0% of portfolio
25
Q3 2025 Reduced 99.28%
$0
$0 0.0% of portfolio
78,247
Q4 2025 Reduced -0.0%
$0
$0 0.0% of portfolio
56,111
Q4 2025 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 338
  • Current Value $349 Million
  • Prior Value $347 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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