Matthew Goff Investment Advisor, LLC holds a focused book of 91 stocks worth $592.6M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-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 equity book.
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Use Arkolith to show Matthew Goff Investment Advisor, LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 91 | $592.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 107 | $599.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 87 | $564.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 96 | $585.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 96 | $540.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 104 | $542.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 102 | $538.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 101 | $525.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.