Matthew Goff Investment Advisor, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Matthew Goff Investment Advisor, LLC held in its portfolio 87 assets valued at $564,222,549 (i.e. $564.22M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($54.58M), BERKSHIRE HATHAWAY INC DEL ($45.30M), and ALPHABET INC ($38.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Matthew Goff Investment Advisor, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 112861 | 54581952 | COM |
| BERKSHIRE HATHAWAY INC DEL | 90112 | 45294573 | CL B NEW |
| ALPHABET INC | 122857 | 38552385 | CAP STK CL C |
| BANK NEW YORK MELLON CORP | 261011 | 30300785 | COM |
| BANK AMERICA CORP | 476902 | 26229595 | COM |
| VISA INC | 67851 | 23795971 | COM CL A |
| AMERICAN EXPRESS CO | 51925 | 19209477 | COM |
| ISHARES TR | 445011 | 19077630 | 0-5YR HI YL CP |
| ISHARES TR | 84241 | 17864912 | S&P 500 VAL ETF |
| ORACLE CORP | 81186 | 15824030 | COM |
| INVESCO EXCHANGE TRADED FD T | 72944 | 13973166 | S&P500 EQL WGT |
| RTX CORPORATION | 72227 | 13246387 | COM |
| MERCK & CO INC | 116367 | 12248778 | COM |
| J P MORGAN EXCHANGE TRADED F | 238607 | 12071123 | ULTRA SHRT ETF |
| NOVARTIS AG | 85855 | 11836885 | SPONSORED ADR |
| DISNEY WALT CO | 101112 | 11503502 | COM |
| INTEL CORP | 303552 | 11201070 | COM |
| UNILEVER PLC | 166234 | 10871696 | SPON ADR NEW |
| INVESCO EXCH TRADED FD TR II | 417234 | 10151314 | S&P500 LOW VOL |
| PEPSICO INC | 64681 | 9282992 | COM |
| INVESCO EXCH TRD SLF IDX FD | 461925 | 9042174 | BULSHS 2026 CB |
| SSGA ACTIVE ETF TR | 218611 | 9022089 | STATE STREET BLA |
| INVESCO EXCH TRADED FD TR II | 420692 | 8834534 | SR LN ETF |
| ISHARES INC | 126637 | 8512538 | CORE MSCI EMKT |
| SELECT SECTOR SPDR TR | 133289 | 7300212 | STATE STREET FIN |
| ISHARES INC | 97387 | 7078112 | MSCI EMRG CHN |
| GE VERNOVA INC | 10554 | 6897824 | COM |
| ISHARES TR | 45554 | 6773436 | CORE S&P TTL STK |
| ISHARES TR | 68864 | 6465664 | U.S. REAL ES ETF |
| CISCO SYS INC | 79422 | 6117888 | COM |
| UNION PAC CORP | 25087 | 5803225 | COM |
| PROCTER AND GAMBLE CO | 38855 | 5568286 | COM |
| INVESCO EXCH TRD SLF IDX FD | 268187 | 5294013 | RUSL 1000 DYNM |
| BROADCOM INC | 14846 | 5138287 | COM |
| JOHNSON & JOHNSON | 22901 | 4739408 | COM |
| ABBVIE INC | 17212 | 3932801 | COM |
| ISHARES TR | 30353 | 3741278 | S&P 500 GRWT ETF |
| ISHARES TR | 17111 | 3416671 | U.S. TECH ETF |
| EXXON MOBIL CORP | 21350 | 2569240 | COM |
| AMAZON COM INC | 10142 | 2340892 | COM |
| SCHWAB STRATEGIC TR | 78037 | 2310673 | US LCAP GR ETF |
| NVIDIA CORPORATION | 12023 | 2242329 | COM |
| CITIGROUP INC | 19162 | 2236027 | COM NEW |
| APPLE INC | 6304 | 1713884 | COM |
| ELI LILLY & CO | 1553 | 1668978 | COM |
| INVESCO EXCH TRD SLF IDX FD | 76450 | 1574870 | INVSCO BLSH 28 |
| SELECT SECTOR SPDR TR | 10145 | 1570429 | STATE STREET HEA |
| INVESCO EXCH TRD SLF IDX FD | 82046 | 1545337 | BULETSHS 2029 |
| GE HEALTHCARE TECHNOLOGIES I | 16151 | 1324712 | COMMON STOCK |
| ISHARES TR | 9669 | 1246597 | U.S. ENERGY ETF |
| SELECT SECTOR SPDR TR | 7882 | 1134759 | STATE STREET TEC |
| ENTERPRISE PRODS PARTNERS L | 35261 | 1130468 | COM |
| ALPHABET INC | 3514 | 1099808 | CAP STK CL A |
| ISHARES TR | 18840 | 1073143 | CRE U S REIT ETF |
| SELECT SECTOR SPDR TR | 21712 | 970749 | STATE STREET ENE |
| ISHARES TR | 4336 | 912034 | RUS 1000 VAL ETF |
| CONOCOPHILLIPS | 9495 | 888827 | COM |
| ISHARES TR | 6436 | 846913 | S&P MC 400VL ETF |
| CS DISCO INC | 107019 | 830467 | COM |
| ISHARES TR | 1632 | 772426 | RUS 1000 GRW ETF |
| PHILLIPS 66 | 5938 | 766240 | COM |
| SELECT SECTOR SPDR TR | 17493 | 746782 | STATE STREET UTI |
| MARSH & MCLENNAN COS INC | 3749 | 695514 | COM |
| CHEVRON CORP NEW | 4080 | 621832 | COM |
| MAGNUM ICE CREAM CO NV | 37118 | 588327 | ORD SHS |
| MCDONALDS CORP | 1811 | 553496 | COM |
| SELECT SECTOR SPDR TR | 6894 | 535501 | STATE STREET CON |
| COCA COLA CO | 7089 | 495561 | COM |
| JPMORGAN CHASE & CO. | 1408 | 453611 | COM |
| S&P GLOBAL INC | 868 | 453608 | COM |
| INVESCO QQQ TR | 706 | 433703 | UNIT SER 1 |
| ISHARES TR | 3957 | 418215 | EXPANDED TECH |
| GENERAL DYNAMICS CORP | 1182 | 397932 | COM |
| EOG RES INC | 3760 | 394837 | COM |
| ISHARES TR | 575 | 393877 | CORE S&P500 ETF |
| OCCIDENTAL PETE CORP | 8950 | 368006 | COM |
| 3M CO | 2242 | 358944 | COM |
| MORGAN STANLEY | 2018 | 358256 | COM NEW |
| AUTODESK INC | 1144 | 338635 | COM |
| ISHARES TR | 3199 | 309919 | S&P MC 400GR ETF |
| ISHARES TR | 3615 | 306660 | JPX NIKKEI 400 |
| AUTOMATIC DATA PROCESSING IN | 1007 | 259031 | COM |
| MAIN STR CAP CORP | 4000 | 241560 | COM |
| ISHARES TR | 1620 | 239976 | U.S. FIN SVC ETF |
| ISHARES TR | 3577 | 236082 | CORE S&P MCP ETF |
| SHELL PLC | 3146 | 231168 | SPON ADS |
| META PLATFORMS INC | 341 | 225051 | CL A |
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