StockDriftsStockDriftsTop 50 Matthew Goff Investment Advisor, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.33% | 86.8K | $43.5M | -2.67%(-2.38K) | $219.68(+128.21%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.96% | 116.8K | $41.3M | -2.06%(-2.46K) | $161.61(+112.03%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.9% | 109.6K | $40.9M | -2.38%(-2.67K) | $143.09(+239.70%) | 2026-06-30 | |
| BK | BANK OF NY MELLON CORP | 6.07% | 248.8K | $36.0M | -2.69%(-6.89K) | $44.48(+223.33%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 4.44% | 462.0K | $26.3M | -1.83%(-8.63K) | $30.42(+113.97%) | 2026-06-30 | |
| INTC | INTEL CORP | 3.91% | 166.0K | $23.2M | -43.74%(-129.07K) | $51.09(+102.43%) | 2026-06-30 | |
| V | VISA INC | 3.8% | 65.7K | $22.5M | -1.78%(-1.19K) | $95.78(+277.89%) | 2026-06-30 | |
| SHYG | ISHARES TR | 3.45% | 482.4K | $20.5M | new | $42.97(-1.74%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.14% | 82.0K | $18.6M | -1.42%(-1.18K) | $137.30(+72.70%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.92% | 342.7K | $17.3M | new | $50.53(-0.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.82% | +55.37% | +9.97% | +60.84% |
| Top 20 Holdings Unweighted | +17.43% | +61.92% | +10.44% | +64.28% |
Matthew Goff Investment Advisor, LLC reports $592.62M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (7.3%), GOOG (7.0%) and MSFT (6.9%). The top 20 holdings account for 70.19% of reported assets. Its disclosed equity book has returned +55.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Matthew Goff Investment Advisor, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 935359). View Matthew Goff Investment Advisor, LLC’s 13F filings on SEC