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Matthew Goff Investment Advisor, Llc

Portfolio Manager
Matthew Goff Investment Advisor, LLC
Performance
-6.82% (2026 Q1)
AUM (13F)
$599.86M
# of Holdings
107
Performance Rank
Allocation (Top 20)
63.35%

Matthew Goff Investment Advisor, Llc Holdings Map

Top 50 Matthew Goff Investment Advisor, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
7.13%89.2K$42.8M
-0.98%(-885)
2025-Q1: 95.2K shares2025-Q2: 93.7K shares2025-Q3: 93.3K shares2025-Q4: 90.1K shares2026-Q1: 89.2K shares
$219.68(+111.90%)
2026-03-31
MSFT
MICROSOFT CORP
6.93%112.2K$41.6M
-0.54%(-613)
2025-Q1: 117.9K shares2025-Q2: 116.5K shares2025-Q3: 115.9K shares2025-Q4: 112.9K shares2026-Q1: 112.2K shares
$143.09(+187.50%)
2026-03-31
GOOG
ALPHABET INC
5.7%119.2K$34.2M
-2.96%(-3.63K)
2025-Q1: 6.8K shares2025-Q2: 123.8K shares2025-Q3: 125.4K shares2025-Q4: 122.9K shares2026-Q1: 119.2K shares
$161.61(+137.78%)
2026-03-31
BK
BANK NEW YORK MELLON CORP
5.06%255.7K$30.3M
-2.05%(-5.34K)
2025-Q1: 278.3K shares2025-Q2: 274.9K shares2025-Q3: 273.0K shares2025-Q4: 261.0K shares2026-Q1: 255.7K shares
$43.82(+202.07%)
2026-03-31
BAC
BANK AMERICA CORP
3.82%470.6K$22.9M
-1.32%(-6.27K)
2025-Q1: 496.4K shares2025-Q2: 493.4K shares2025-Q3: 492.2K shares2025-Q4: 476.9K shares2026-Q1: 470.6K shares
$30.42(+74.62%)
2026-03-31
V
VISA INC
3.37%66.9K$20.2M
-1.43%(-972)
2025-Q1: 70.9K shares2025-Q2: 70.1K shares2025-Q3: 69.9K shares2025-Q4: 67.9K shares2026-Q1: 66.9K shares
$95.78(+236.21%)
2026-03-31
EIRL
ISHARES TR
3.11%440.3K$18.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 440.3K shares
$71.19(+2.52%)
2026-03-31
IVE
ISHARES TR
2.93%83.2K$17.6M
-1.23%(-1.04K)
2025-Q1: 88.9K shares2025-Q2: 85.0K shares2025-Q3: 84.7K shares2025-Q4: 84.2K shares2026-Q1: 83.2K shares
$137.30(+63.00%)
2026-03-31
AXP
AMERICAN EXPRESS CO
2.55%50.7K$15.3M
-2.42%(-1.26K)
2025-Q1: 54.9K shares2025-Q2: 53.9K shares2025-Q3: 53.8K shares2025-Q4: 51.9K shares2026-Q1: 50.7K shares
$122.50(+157.92%)
2026-03-31
BWZ
SPDR Series Trust Short-term H
2.35%564.8K$14.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 564.8K shares
$27.16(+0.35%)
2026-03-31

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