Matthew Goff Investment Advisor, LLC

CIK 0000935359 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source

Matthew Goff Investment Advisor, LLC reported 91 positions worth $592.6M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: BRK-B (7.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$592.6M
2026 Q2
Positions
91
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.9%
Est. Net Flow (Q)
2026 Q2
10 / 91 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$43.5M7.33%86,849
2GOOGALPHABET INCSH$41.3M6.96%116,769
3MSFTMICROSOFT CORPSH$40.9M6.90%109,581
4BNYBANK OF NY MELLON CORPSH$36.0M6.07%248,785
5BACBANK OF AMER CORPSH$26.3M4.44%462,000
6INTCINTEL CORPSH$23.2M3.91%166,004
7VVISA INCSH$22.5M3.80%65,687
8SHYGISHARES TRSH$20.5M3.45%482,367
9IVEISHARES TRSH$18.6M3.14%82,021
10JPSTJ P MORGAN EXCHANGE TRADED FSH$17.3M2.92%342,661

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Matthew Goff Investment Advisor, LLC hold as of Q2 2026?

Matthew Goff Investment Advisor, LLC reported 91 positions worth $592.6M in its Q2 2026 13F filing. Largest positions: BRK-B (7.3%), GOOG (7.0%), MSFT (6.9%), BNY (6.1%) and BAC (4.4%).

What did Matthew Goff Investment Advisor, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Matthew Goff Investment Advisor, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.