account_balance

Investment manager · 13F filer · SEC CIK 1352526

Hartford Financial Management Inc.

Reported value$448Mas of Sep 30, 2026
Positions346 7 new, 10 sold out
Top 10 weight40.5%JCPB alone is 8%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JCPB J P Morgan Exchange Traded F 7.6% Held
VGT Vanguard World Fd 5.5% Held
AAPL Apple Inc. 4.8% HeldNVDA NVIDIA Corp 4.7% Added +28%
JPSE J P Morgan Exchange Traded F 4.1% Held
MSFT Microsoft Corp 3.6% Trimmed −3%AMAT Applied Materials Inc 3.2% Held
JMUB J P Morgan Exchange Traded F 2.6% Trimmed −6%
PAAA Pgim ETF Tr 2.3% Trimmed −4%
JPM JPMorgan Chase & Co 2.1% HeldGOOG Alphabet Inc. 1.9% Held
DAUG First Tr Exchng Traded Fd Vi 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • NVDA +28%
  • JPST +23%
  • XLV +8%
  • XLY +7%
arrow_downwardTrimmed
remove_circleSold out
  • IWP $97.4K
  • WBS $68.8K
  • GVI $49.8K
  • IEF $49.3K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist