Matthew Goff Investment Advisor, LLC holds a focused book of 91 reported positions worth $592.6M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Ishares 0-5 Yr Hy Corp Bond and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +41% (+20.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.1 points over this window.
Growth of $10,000 cloning Matthew Goff Investment Advisor, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
+3 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Matthew Goff Investment Advisor, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 35 / 80 | $1.0B |
| Independent Investors Inc | 30 / 80 | $429.8M |
| Warren Buffett | 8 / 80 | $241.9B |
| Ketron Financial | 13 / 80 | $246.2M |
| Ardent Capital Management, Inc. | 17 / 80 | $181.0M |
| Financial Avengers, Inc. | 31 / 80 | $181.1M |
| AdviceOne Advisory Services, LLC | 21 / 80 | $131.3M |
| Skandinaviska Enskilda Banken AB (publ) | 15 / 80 | $2.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Matthew Goff Investment Advisor, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $43.5M | 86.8K | 7.3% | ▼−2.7% Reduced · −2K sh | |
| 2 | Alphabet Inc CAP STK CL C | $41.3M | 116.8K | 7.0% | ▼−2.1% Reduced · −2K sh | |
| 3 | Microsoft Corp COM | $40.9M | 109.6K | 6.9% | ▼−2.4% Reduced · −3K sh | |
| 4 | Bank Of NY Mellon Corp COM | $36.0M | 248.8K | 6.1% | ▼−2.7% Reduced · −7K sh | |
| 5 | Bank Of Amer Corp COM | $26.3M | 462.0K | 4.4% | ▼−1.8% Reduced · −9K sh | |
| 6 | Intel Corp COM | $23.2M | 166.0K | 3.9% | ▼−44% Reduced · −129K sh | |
| 7 | Visa Inc COM CL A | $22.5M | 65.7K | 3.8% | ▼−1.8% Reduced · −1K sh | |
| 8 | Ishares TR 0-5YR HI YL CP | $20.5M | 482.4K | 3.5% | ▲New New position | |
| 9 | Ishares TR S&P 500 VAL ETF | $18.6M | 82.0K | 3.1% | ▼−1.4% Reduced · −1K sh | |
| 10 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $17.3M | 342.7K | 2.9% | ▲New New position | |
| 11 | American Express Co COM | $16.7M | 49.4K | 2.8% | ▼−2.6% Reduced · −1K sh | |
| 12 | Invesco Exchange Traded FD T S&P500 EQL WGT | $15.0M | 70.4K | 2.5% | ▲New New position | |
| 13 | Merck & Co Inc COM | $14.8M | 115.2K | 2.5% | ▼−1.3% Reduced · −1K sh | |
| 14 | RTX Corporation COM | $13.5M | 71.4K | 2.3% | ▼−1.3% Reduced · −949 sh | |
| 15 | Novartis AG SPONSORED ADR | $13.0M | 83.0K | 2.2% | ▼−1.9% Reduced · −2K sh | |
| 16 | Ge Vernova Inc COM | $11.8M | 10.0K | 2.0% | ▼−2.3% Reduced · −237 sh | |
| 17 | Oracle Corp COM | $11.5M | 78.8K | 1.9% | ▼−2.6% Reduced · −2K sh | |
| 18 | Ishares Inc CORE MSCI EMKT | $10.1M | 122.5K | 1.7% | ▼−3.1% Reduced · −4K sh | |
| 19 | Ishares Inc MSCI EMRG CHN | $9.8M | 96.2K | 1.7% | ▼−0.5% Reduced · −507 sh | |
| 20 | Invesco Exch Traded FD TR II VAR RATE PFD | $9.6M | 396.7K | 1.6% | ▼−2.0% Reduced · −8K sh | |
| 21 | Disney Walt Co COM | $9.6M | 99.3K | 1.6% | ▼−1.2% Reduced · −1K sh | |
| 22 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $9.3M | 476.3K | 1.6% | ▲New New position | |
| 23 | Cisco Sys Inc COM | $9.2M | 78.5K | 1.6% | ▼−0.9% Reduced · −737 sh | |
| 24 | Invesco Exch Traded FD TR II SR LN ETF | $9.1M | 447.2K | 1.5% | ▲+7.5% Added · +31K sh | |
| 25 | Pepsico Inc COM | $8.7M | 64.1K | 1.5% | ▼−1.9% Reduced · −1K sh | |
| 26 | Ssga Active ETF TR ST STR BL LN ETF | $8.5M | 211.9K | 1.4% | ▲New New position | |
| 27 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $7.7M | 393.8K | 1.3% | ▲New New position | |
| 28 | Select Sector SPDR TR ST STR FINL ETF | $7.4M | 137.4K | 1.2% | ▼−0.5% Reduced · −748 sh | |
| 29 | Ishares TR CORE S&P TTL STK | $7.1M | 43.1K | 1.2% | ▲+0.1% Added · +29 sh | |
| 30 | Ishares TR U.S. REAL ES ETF | $6.7M | 65.3K | 1.1% | ▲New New position | |
| 31 | Union Pac Corp COM | $6.5M | 23.9K | 1.1% | ▼−3.3% Reduced · −816 sh | |
| 32 | Johnson & Johnson COM | $5.7M | 22.6K | 1.0% | ▼−2.0% Reduced · −473 sh | |
| 33 | Procter & Gamble Co COM | $5.7M | 38.5K | 1.0% | ▼−1.1% Reduced · −447 sh | |
| 34 | Broadcom Inc COM | $5.5M | 14.7K | 0.9% | ▼−9.1% Reduced · −1K sh | |
| 35 | Ishares TR U.S. TECH ETF | $4.2M | 16.7K | 0.7% | ▼−1.4% Reduced · −233 sh | |
| 36 | Abbvie Inc COM | $4.2M | 16.7K | 0.7% | ▼−0.7% Reduced · −119 sh | |
| 37 | Ishares TR S&P 500 GRWT ETF | $3.9M | 28.4K | 0.7% | ▼−5.3% Reduced · −2K sh | |
| 38 | Ishares TR IBDS DEC28 ETF | $3.4M | 133.5K | 0.6% | ▲New New position | |
| 39 | Exxon Mobil Corp COM | $3.2M | 23.4K | 0.5% | ▼−2.4% Reduced · −584 sh | |
| 40 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $3.2M | 156.2K | 0.5% | ▲+116% Added · +84K sh | |
| 41 | Ishares TR IBONDS DEC 29 | $2.9M | 123.5K | 0.5% | ▲New New position | |
| 42 | Schwab Strategic TR US LCAP VA ETF | $2.6M | 75.5K | 0.4% | ▼−1.7% Reduced · −1K sh | |
| 43 | Citigroup Inc COM NEW | $2.6M | 18.6K | 0.4% | ▼−0.5% Reduced · −84 sh | |
| 44 | Eli Lilly & Co COM | $2.3M | 1.9K | 0.4% | —Held | |
| 45 | Select Sector SPDR TR ST STR CARE ETF | $2.0M | 12.5K | 0.3% | ▲+2.1% Added · +263 sh | |
| 46 | Select Sector SPDR TR ST STR TECHN ETF | $1.8M | 9.6K | 0.3% | ▲+0.8% Added · +73 sh | |
| 47 | Ishares TR US CONSM STAPLES | $1.8M | 25.1K | 0.3% | ▼−3.6% Reduced · −952 sh | |
| 48 | Apple Inc COM | $1.8M | 6.1K | 0.3% | ▼−1.8% Reduced · −115 sh | |
| 49 | Ishares TR CRE U S REIT ETF | $1.7M | 25.9K | 0.3% | ▲+5.1% Added · +1K sh | |
| 50 | Nvidia Corporation COM | $1.7M | 8.4K | 0.3% | ▼−30% Reduced · −4K sh |
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Use Arkolith to show Matthew Goff Investment Advisor, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 91 | $592.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 17d | 107 | $599.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 87 | $564.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 96 | $585.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 96 | $540.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 21d | 104 | $542.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 102 | $538.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 17d | 101 | $525.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.