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Filers›Holding Co.›Matthew Goff Investment Advisor, LLC
DOSSIER · 13F-HR · Q1 2026

Matthew Goff Investment Advisor, LLC

Matthew Goff Investment Advisor's holding co. based in Stamford, CT — $600M in tracked AUM across 107 positions as of Q1 2026.

MG
Matthew Goff Investment Advisor·Stamford, CT·Holding Co.
CIK 0000935359 · last filed Mar 31, 2026
Total AUM
$600M
▼ 4.9%
vs prior
Holdings
107
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Matthew Goff Investment Advisor, LLC
1. Portfolio Overview

The filing for Matthew Goff Investment Advisor, LLC reveals a period of significant transformation and aggressive capital deployment. As of the report date December 31, 2025, the total portfolio value surged to $564.22 million, representing a massive increase of +112.7% from the previous quarter's $265.25 million. This doubling of assets under management (AUM) suggests substantial ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$43M89K7.1%
02
MSFT
MICROSOFT CORP
$42M112K6.9%
03
GOOG
ALPHABET INC
$34M119K5.7%
04
BK
BANK NEW YORK MELLON CORP
$30M256K5.1%
05
BAC
BANK AMERICA CORP
$23M471K3.8%
06
V
VISA INC
$20M67K3.4%
07
EIRL
ISHARES TR
$19M440K3.1%
08
IVE
ISHARES TR
$18M83K2.9%
09
AXP
AMERICAN EXPRESS CO
$15M51K2.6%
10
BWZ
SPDR Series Trust Short-term H
$14M565K2.4%

Filing history

Filing history loading…
AI Agent · grounded in Matthew
haiku-4-5 · 107 positions indexed
Sector mix
  • Tech14%
  • Financials11%
  • Health Care8%
  • Industrials40%
  • Energy6%
  • Other21%
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