Aryn Sands
Matthew Goff Investment Advisor, Llc
Assets Managed
$592.617M
Holdings
91
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
-1.2%(2Q avg: 2.56%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Matthew Goff Investment Advisor, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 91 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 592.617M in assets, with a quarterly growth rate of -1.2% and a 2-quarter average growth rate of 2.56%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 7.34% | $43.458M 86,849 shares@ $500.4 avg price | Decreased -2.66% |
GOOG Alphabet Inc-cl C
| 6.97% | $41.258M 116,769 shares@ $353.33 avg price | Decreased -2.06% |
MSFT Microsoft Corp
| 6.9% | $40.876M 109,581 shares@ $373.03 avg price | Decreased -2.37% |
BK Bank Of New York Mellon Corp
| 6.08% | $35.977M 248,785 shares@ $144.62 avg price | Decreased -2.69% |
BAC Bank Of America Corp
| 4.45% | $26.325M 462,000 shares@ $56.98 avg price | Decreased -1.83% |
INTC Intel Corp
| 3.92% | $23.179M 166,004 shares@ $139.63 avg price | Decreased -43.74% |
V Visa Inc-class A Shares
| 3.81% | $22.536M 65,687 shares@ $343.09 avg price | Decreased -1.78% |
SHYG Ishares 0-5 Yr Hy Corp Bond
| 3.46% | $20.457M 482,367 shares@ $42.41 avg price | New Position |
IVE Ishares S&p 500 Value Etf
| 3.15% | $18.624M 82,021 shares@ $227.06 avg price | Decreased -1.41% |
JPST Jpmorgan Ultra-short Income
| 2.93% | $17.328M 342,661 shares@ $50.57 avg price | New Position |
1-10 of 91