Matthew Goff Investment Advisor, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 599,862
- 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 |
|---|---|---|---|---|---|
| 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 | 381.3 K | 63.6% | 0 | 122.2 K | -122.2 K |
| ETFs | 200.9 K | 33.5% | 140.1 K | 0 | 140.1 K |
| Debt | 17.72 K | 3.0% | 17.72 K | 0 | 17.72 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
599,862
Holdings
107
QoQ value change ($000)
35,639
(6.3%)
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.