Matthew Goff Investment Advisor, LLC

All 13F Filings

Location
Houston, TX
Most recent 13F
Q3 2026
Holdings value ($000)
672,060
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/13/2026 107 672,060 13F-HR Matthew Goff Investment Advisor, LLC
Q2 2026 7/7/2026 91 592,617 13F-HR Matthew Goff Investment Advisor, LLC
Q1 2026 4/16/2026 107 599,862 13F-HR Matthew Goff Investment Advisor, LLC
Q4 2025 1/14/2026 87 564,223 13F-HR Matthew Goff Investment Advisor, LLC
Q3 2025 10/15/2025 96 585,105 13F-HR Matthew Goff Investment Advisor, LLC
Q2 2025 7/11/2025 96 540,623 13F-HR Matthew Goff Investment Advisor, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 433.5 K 64.5% 37.51 K 0 37.51 K
ETFs 222.4 K 33.1% 29.73 K 0 29.73 K
Debt 16.13 K 2.4% 12.2 K 0 12.2 K
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Fund Snapshot

Q3 2026
Latest filed
10/13/2026
Total value ($000)
672,060
Holdings
107
QoQ value change ($000)
79,443 (13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.