Aryn Sands
Matthew Goff Investment Advisor, Llc
Assets Managed
$599.862M
Holdings
107
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
6.32%(2Q avg: 1.38%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Matthew Goff Investment Advisor, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 107 positions.
Assets under management
The assets under management (AUM) of Matthew Goff Investment Advisor, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 599.862M in assets, with a quarterly growth rate of 6.32% and a 2-quarter average growth rate of 1.38%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 7.13% | $42.758M 89,227 shares@ $479.21 avg price | Decreased -0.98% |
MSFT Microsoft Corp
| 6.93% | $41.551M 112,248 shares@ $370.17 avg price | Decreased -0.54% |
GOOG Alphabet Inc-cl C
| 5.71% | $34.201M 119,226 shares@ $286.86 avg price | Decreased -2.95% |
BK Bank Of New York Mellon Corp
| 5.06% | $30.331M 255,673 shares@ $118.64 avg price | Decreased -2.04% |
BAC Bank Of America Corp
| 3.83% | $22.943M 470,629 shares@ $48.76 avg price | Decreased -1.31% |
V Visa Inc-class A Shares
| 3.37% | $20.213M 66,879 shares@ $302.24 avg price | Decreased -1.43% |
EIRL Ishares Msci Ireland Etf
| 3.11% | $18.627M 440,261 shares@ $42.32 avg price | New Position |
IVE Ishares S&p 500 Value Etf
| 2.93% | $17.568M 83,202 shares@ $211.15 avg price | Decreased -1.23% |
AXP American Express Co
| 2.56% | $15.326M 50,669 shares@ $302.48 avg price | Decreased -2.41% |
BWZ Spdr Bloomberg Short Term In
| 2.36% | $14.107M 564,750 shares@ $24.98 avg price | New Position |
1-10 of 107