Matthew Goff Investment Advisor, LLC Portfolio Holdings

Matthew Goff Investment Advisor, LLC

  • $575 Million
  • Q3 2025

Matthew Goff Investment Advisor, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $575 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $60M, Berkshire Hathaway Inc Class B with a value of $46.9M, Alphabet Inc. with a value of $30.5M, Bank Of New York Mellon Corp with a value of $29.7M, and Bank Of America Corp with a value of $25.4M.

Examining the 13F form we can see an increase of $43M in the current position value, from $532M to 575M.

Below you can find more details about Matthew Goff Investment Advisor, LLC portfolio as well as his latest detailed transactions.

Portfolio value $575 Million
ETFs: $186 Million
Financial Services: $148 Million
Technology: $110 Million
Communication Services: $43.6 Million
Healthcare: $31.1 Million
Consumer Defensive: $27.2 Million
Industrials: $19.9 Million
Energy: $7.25 Million
Other: $2.83 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.92T
$60 Million 10.43% of portfolio
115,880
Q3 2025 Reduced 0.56%
$646B
$46.9 Million 8.15% of portfolio
93,258
Q3 2025 Reduced 0.47%
$1.72T
$30.5 Million 5.31% of portfolio
125,414
Q3 2025 Added 1.34%
$426B
$25.4 Million 4.41% of portfolio
492,156
Q3 2025 Reduced 0.26%
$564B
$23.9 Million 4.15% of portfolio
69,865
Q3 2025 Reduced 0.39%
$693B
$23 Million 4.0% of portfolio
81,909
Q3 2025 Reduced 0.51%
$268B
$17.9 Million 3.11% of portfolio
53,803
Q3 2025 Reduced 0.19%
$261B
$12.4 Million 2.16% of portfolio
74,263
Q3 2025 Reduced 0.17%
$204B
$11.9 Million 2.06% of portfolio
103,742
Q3 2025 Added 0.2%
$264B
$11.3 Million 1.97% of portfolio
88,277
Q3 2025 Reduced 0.54%
$219B
$9.91 Million 1.72% of portfolio
118,095
Q3 2025 Reduced 0.76%
$203B
$9.27 Million 1.61% of portfolio
66,015
Q3 2025 Reduced 0.15%
$354B
$6.07 Million 1.05% of portfolio
39,485
Q3 2025 Reduced 0.98%
$299B
$5.59 Million 0.97% of portfolio
81,762
Q3 2025 Reduced 0.82%
$494B
$4.36 Million 0.76% of portfolio
23,497
Q3 2025 Added 0.12%
$403B
$4.07 Million 0.71% of portfolio
17,561
Q3 2025 Added 0.26%
$506B
$2.29 Million 0.4% of portfolio
12,299
Q3 2025 Added 4.64%
$2.27T
$2.23 Million 0.39% of portfolio
10,142
Q3 2025 Added 2.41%
$4.36T
$1.86 Million 0.32% of portfolio
7,298
Q3 2025 Added 4.11%
$802B
$1.48 Million 0.26% of portfolio
1,940
Q3 2025 Added 0.57%
$1.5T
$893,000 0.16% of portfolio
3,674
Q2 2025 Added 37.4%
$301B
$644,000 0.11% of portfolio
4,150
Q3 2025 Added 1.15%
$223B
$608,000 0.11% of portfolio
2,003
Q3 2025 Added 2.67%
$298B
$480,000 0.08% of portfolio
7,241
Q3 2025 Reduced 1.48%
$908B
$459,000 0.08% of portfolio
1,458
Q3 2025 Reduced 2.99%
$280B
$372,000 0.06% of portfolio
2,342
Q3 2025 Added 5.73%
$259B
$225,000 0.04% of portfolio
3,147
Q3 2025 Reduced 43.86%
$1.65T
$257,000 0.04% of portfolio
351
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $575 Million
  • Prior Value $532 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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