Matthew Goff Investment Advisor, LLC
Annual return '25
+6.2%
SPY '25
+17.7%
Alpha
-11.6ptsvs SPY
Invested
$599.9M
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Exited (was 90.1k shares)
7.2%
02
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 112.9k shares)
7.0%
03
$GOOG
ALPHABET INC
Q1 2026: Exited (was 122.9k shares)
5.7%
04
$BK
BANK NEW YORK MELLON CORP
Q1 2026: Exited (was 261.0k shares)
5.1%
05
$BAC
BANK AMERICA CORP
Q1 2026: Exited (was 476.9k shares)
3.8%
06
$V
VISA INC
Q1 2026: Exited (was 67.9k shares)
3.4%
07
$EIRL
ISHARES TR
Held since at least Q1 2024
3.1%
08
$IVE
ISHARES TR
Q1 2026: Exited (was 84.2k shares)
2.9%
09
$AXP
AMERICAN EXPRESS CO
Q1 2026: Exited (was 51.9k shares)
2.6%
10
$BWZ
SPDR Series Trust Short-term H
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:33 UTC.