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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$60 Million 10.43% of portfolio
115,880
Q3 2025 Reduced 0.56%
$662B
$46.9 Million 8.15% of portfolio
93,258
Q3 2025 Reduced 0.47%
$1.74T
$30.5 Million 5.31% of portfolio
125,414
Q3 2025 Added 1.34%
$89.3B
$29.7 Million 5.17% of portfolio
272,960
Q3 2025 Reduced 0.69%
$413B
$25.4 Million 4.41% of portfolio
492,156
Q3 2025 Reduced 0.26%
$533B
$23.9 Million 4.15% of portfolio
69,865
Q3 2025 Reduced 0.39%
$593B
$23 Million 4.0% of portfolio
81,909
Q3 2025 Reduced 0.51%
$0
$19.2 Million 3.33% of portfolio
760,736
Q3 2025 Added 0.08%
$255B
$17.9 Million 3.11% of portfolio
53,803
Q3 2025 Reduced 0.19%
$0
$17.5 Million 3.04% of portfolio
84,718
Q3 2025 Reduced 0.32%
$0
$17.1 Million 2.98% of portfolio
395,952
Q3 2025 Added 4.05%
$0
$14.1 Million 2.45% of portfolio
74,392
Q3 2025 Added 0.06%
$258B
$12.4 Million 2.16% of portfolio
74,263
Q3 2025 Reduced 0.17%
$193B
$11.9 Million 2.06% of portfolio
103,742
Q3 2025 Added 0.2%
$150B
$11.4 Million 1.97% of portfolio
191,611
Q3 2025 Reduced 0.21%
$283B
$11.3 Million 1.97% of portfolio
88,277
Q3 2025 Reduced 0.54%
$0
$10.5 Million 1.82% of portfolio
424,656
Q3 2025 Reduced 2.08%
$235B
$9.91 Million 1.72% of portfolio
118,095
Q3 2025 Reduced 0.76%
$0
$9.37 Million 1.63% of portfolio
225,397
Q3 2025 Reduced 0.93%
$204B
$9.27 Million 1.61% of portfolio
66,015
Q3 2025 Reduced 0.15%
$0
$7.64 Million 1.33% of portfolio
141,746
Q3 2025 Added 0.12%
$0
$7.44 Million 1.29% of portfolio
146,626
Q3 2025 Added 23.51%
$0
$7.42 Million 1.29% of portfolio
379,104
Q3 2025 Added 33.48%
$0
$7.11 Million 1.24% of portfolio
48,813
Q3 2025 Added 0.07%
$0
$6.89 Million 1.2% of portfolio
329,185
Q3 2025 Added 5.32%
$0
$6.87 Million 1.19% of portfolio
128,046
Q3 2025 Reduced 0.59%
$0
$6.87 Million 1.19% of portfolio
101,828
Q3 2025 Reduced 0.28%
$0
$6.72 Million 1.17% of portfolio
69,237
Q3 2025 Reduced 0.09%
$136B
$6.15 Million 1.07% of portfolio
26,024
Q3 2025 Reduced 0.41%
$346B
$6.07 Million 1.05% of portfolio
39,485
Q3 2025 Reduced 0.98%
$319B
$5.59 Million 0.97% of portfolio
81,762
Q3 2025 Reduced 0.82%
$139B
$5.34 Million 0.93% of portfolio
16,176
Q3 2025 Added 0.53%
$522B
$4.36 Million 0.76% of portfolio
23,497
Q3 2025 Added 0.12%
$414B
$4.07 Million 0.71% of portfolio
17,561
Q3 2025 Added 0.26%
$0
$3.74 Million 0.65% of portfolio
153,758
Q3 2025 Added 24.12%
$0
$3.71 Million 0.64% of portfolio
30,696
Q3 2025 Reduced 0.72%
$0
$3.63 Million 0.63% of portfolio
142,349
Q3 2025 Reduced 0.48%
$0
$3.47 Million 0.6% of portfolio
17,704
Q3 2025 Reduced 0.77%
$0
$3.24 Million 0.56% of portfolio
164,488
Q3 2025 Added 26.02%
$0
$3.05 Million 0.53% of portfolio
130,049
Q3 2025 Reduced 0.67%
$490B
$2.73 Million 0.47% of portfolio
24,237
Q3 2025 Added 3.93%
$0
$2.29 Million 0.4% of portfolio
78,514
Q3 2025 New
$465B
$2.29 Million 0.4% of portfolio
12,299
Q3 2025 Added 4.64%
$2.39T
$2.23 Million 0.39% of portfolio
10,142
Q3 2025 Added 2.41%
$190B
$1.99 Million 0.35% of portfolio
19,587
Q3 2025 Reduced 0.62%
$0
$1.92 Million 0.33% of portfolio
93,262
Q3 2025 Reduced 2.99%
$4.3T
$1.86 Million 0.32% of portfolio
7,298
Q3 2025 Added 4.11%
$0
$1.79 Million 0.31% of portfolio
26,135
Q3 2025 Added 1.99%
$0
$1.59 Million 0.28% of portfolio
67,055
Q3 2025 Reduced 0.77%

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
Track This Portfolio

Track Matthew Goff Investment Advisor, LLC Portfolio

Follow Matthew Goff Investment Advisor, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Matthew Goff Investment Advisor, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Matthew Goff Investment Advisor, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email