§ 13F · FUND PROFILE
Matthew Goff Investment Advisor, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $541M (13F)Positions · 96Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$163M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 89K | $43M | 7.1% | −1% |
| 2 | MSFT | MICROSOFT CORP | 112K | $42M | 6.9% | −1% |
| 3 | GOOG | ALPHABET INC | 119K | $34M | 5.7% | −3% |
| 4 | BK | BANK NEW YORK MELLON CORP | 256K | $30M | 5.1% | −2% |
| 5 | BAC | BANK AMERICA CORP | 471K | $23M | 3.8% | −1% |
| 6 | V | VISA INC | 67K | $20M | 3.4% | −1% |
| 7 | EIRL | ISHARES TR | 440K | $19M | 3.1% | NEW |
| 8 | IVE | ISHARES TR | 83K | $18M | 2.9% | −1% |
| 9 | AXP | AMERICAN EXPRESS CO | 51K | $15M | 2.6% | −2% |
| 10 | BWZ | SPDR Series Trust Short-term H | 565K | $14M | 2.4% | 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 $541 million in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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