Hartford Financial Management
Hartford Financial Management reported 346 stocks worth $444M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are JCPB (7.7%), VGT (5.5%) and AAPL (4.8%). Compared with Q2 2026, the fund opened new positions in XOM, added to VGT, JPSE and NVDA, trimmed JCPB, AAPL and MSFT and sold out of XOM, OKE and IWP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JCPB J P Morgan Exchange Traded F | $34.2M | 7.7% | 765K | −3,888 (−1%) | 8 of 8 | |
| 2 |  VGT Vanguard World FD | $24.6M | 5.5% | 195K | +2,122 (+1%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $21.4M | 4.8% | 64K | −311 (−0%) | 8 of 8 | |
| 4 |  JPSE J P Morgan Exchange Traded F | $18.3M | 4.1% | 325K | +2,674 (+1%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $16.7M | 3.8% | 73K | +157 (+0%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $16.3M | 3.7% | 32K | −842 (−3%) | 8 of 8 | |
| 7 |  AMAT Applied Matls Inc | $14.4M | 3.3% | 28K | No change | 8 of 8 | |
| 8 |  JMUB J P Morgan Exchange Traded F | $11.5M | 2.6% | 241K | −16K (−6%) | 8 of 8 | |
| 9 |  PAAA Pgim Aaa Clo ETF | $10.1M | 2.3% | 198K | −7,195 (−4%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $9.4M | 2.1% | 28K | −221 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.2M | 30K |
 OKE Oneok Inc New | $256K | 2,950 |
 IWP Ishares TR | $97K | 665 |
WEBSTER FINL CORP | $69K | 900 |
 GVI Blackrock, Inc. | $50K | 469 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hartford Financial Management 13F FAQ
What does Hartford Financial Management own?
Hartford Financial Management reported 346 stocks worth $444M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are JCPB (7.7%), VGT (5.5%) and AAPL (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Hartford Financial Management buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 47 added to, 56 trimmed and 12 sold out. New positions include XOM. It sold all of XOM, OKE and IWP.
When will Hartford Financial Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Hartford Financial Management's portfolio worth?
The Q3 2026 filing reports $444M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.