§ 13F · FUND PROFILE
Matthew Goff Investment Advisor, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $540.6T (13F)Positions · 96Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$564.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 113K | $54.6T | 9.7% | NEW |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 90K | $45.3T | 8.0% | NEW |
| 3 | GOOG | ALPHABET INC | 123K | $38.6T | 6.8% | NEW |
| 4 | BK | BANK NEW YORK MELLON CORP | 261K | $30.3T | 5.4% | NEW |
| 5 | BAC | BANK AMERICA CORP | 477K | $26.2T | 4.6% | NEW |
| 6 | V | VISA INC | 68K | $23.8T | 4.2% | NEW |
| 7 | AXP | AMERICAN EXPRESS CO | 52K | $19.2T | 3.4% | NEW |
| 8 | SHYG | ISHARES TR | 445K | $19.1T | 3.4% | NEW |
| 9 | IVE | ISHARES TR | 84K | $17.9T | 3.2% | NEW |
| 10 | ORCL | ORACLE CORP | 81K | $15.8T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MATTHEW SIGNAL
AC read
Matthew Goff Investment Advisor, LLC is a Other fund managing $540622.7 trillion in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed