Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Matthew Goff Investment Advisor, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Matthew Goff Investment Advisor, LLC (CIK 935359) reported $599.9M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($42.8M, 7.13%), MSFT ($41.6M, 6.93%), GOOG ($34.2M, 5.70%), BK ($30.3M, 5.06%), BAC ($22.9M, 3.82%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRK/BBERKSHIRE HATHAWAY INC DEL$42.8M7.13%89,227Trimmed
2MSFTMICROSOFT CORP$41.6M6.93%112,248Trimmed
3GOOGALPHABET INC$34.2M5.70%119,226Trimmed
4BKBANK NEW YORK MELLON CORP$30.3M5.06%255,673Trimmed
5BACBANK AMERICA CORP$22.9M3.82%470,629Trimmed
6VVISA INC$20.2M3.37%66,879Trimmed
7EIRLISHARES TR$18.6M3.11%440,261New
8IVEISHARES TR$17.6M2.93%83,202Trimmed
9AXPAMERICAN EXPRESS CO$15.3M2.55%50,669Trimmed
10BWZSPDR Series Trust Short-term H$14.1M2.35%564,750New
11MRKMERCK & CO INC$14.0M2.34%116,699Added
12RTXRTX CORPORATION$14.0M2.33%72,344Added
13RSPAInvesco S&P 500 Equal Weight E$13.7M2.28%71,302New
14INTCINTEL CORP$13.0M2.17%295,071Trimmed
15NVSNOVARTIS AG$12.9M2.15%84,606Trimmed
16JEPIJ P MORGAN EXCHANGE TRADED F$12.8M2.13%252,742New
17ORCLORACLE CORP$11.9M1.98%80,834Trimmed
18GEGeneral Electric Co$10.2M1.71%36,120New
19PEPPEPSICO INC$10.1M1.69%65,327Added
20VRPInvesco Variable Preferred ETF$9.7M1.62%404,841New
21DISDISNEY WALT CO$9.7M1.61%100,496Trimmed
22BSJQInvesco BulletShares 2026 Corp$9.5M1.58%486,104New
23ULUnilever PLC ADR$9.4M1.57%165,660New
24GEVGE VERNOVA INC$9.0M1.49%10,254Trimmed
25IEMGISHARES INC$8.8M1.47%126,446Trimmed

Source: SEC Form 13F filings · as of 2026-03-31