Matthew Goff Investment Advisor, LLC

All 13F Filings

Location
Houston, TX
Most recent 13F
Q2 2026
Holdings value ($000)
592,617
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
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 396 K 66.8% 14.77 K 0 14.77 K
ETFs 192.7 K 32.5% 0 8.217 K -8.217 K
Debt 3.923 K 0.7% 0 13.8 K -13.8 K
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Fund Snapshot

Q2 2026
Latest filed
7/7/2026
Total value ($000)
592,617
Holdings
91
QoQ value change ($000)
-7,245 (-1.2%)
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.