Matthew Goff Investment Advisor, LLC

HOUSTON, TX · CIK 935359 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHouston, TX

As an employer

US visa salary filings

Filings FY20251
Median salary offered$79,851
Middle half$79,851 – $79,851
Job titles1

Job title	Filings	Median	Range
Computer ProgrammerHouston, TX	1	$79,851	$79,851 – $80,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Matthew Goff Investment Advisor, LLC.

$592.6m reported value -1.2% vs Q1 2026

91positions

48.9%in top 10

10 new 9 added 47 reduced 26 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	86,849	$43.5m7.33%	7.33%	Reduced -2.4k	-2,378 -2.7%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	116,769	$41.3m6.96%	6.96%	Reduced -2.5k	-2,457 -2.1%
3	MICROSOFT CORP COM MSFT	MSFT	109,581	$40.9m6.90%	6.90%	Reduced -2.7k	-2,667 -2.4%
4	BANK NEW YORK MELLON CORP COM BNY	BNY	248,785	$36.0m6.07%	6.07%	Reduced -6.9k	-6,888 -2.7%
5	BANK AMERICA CORP COM BAC	BAC	462,000	$26.3m4.44%	4.44%	Reduced -8.6k	-8,629 -1.8%
6	INTEL CORP COM INTC	INTC	166,004	$23.2m3.91%	3.91%	Reduced -129.1k	-129,067 -43.7%
7	VISA INC COM CL A V	V	65,687	$22.5m3.80%	3.80%	Reduced -1.2k	-1,192 -1.8%
8	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	482,367	$20.5m3.45%	3.45%	New
9	ISHARES TR S&P 500 VAL ETF IVE	IVE	82,021	$18.6m3.14%	3.14%	Reduced -1.2k	-1,181 -1.4%
10	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	342,661	$17.3m2.92%	2.92%	New
11	AMERICAN EXPRESS CO COM AXP	AXP	49,357	$16.7m2.82%	2.82%	Reduced -1.3k	-1,312 -2.6%
12	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	70,422	$15.0m2.53%	2.53%	New
13	MERCK & CO INC COM MRK	MRK	115,209	$14.8m2.50%	2.50%	Reduced -1.5k	-1,490 -1.3%
14	RTX CORPORATION COM RTX	RTX	71,395	$13.5m2.29%	2.29%	Reduced -949	-949 -1.3%
15	NOVARTIS AG SPONSORED ADR NVS	NVS	82,971	$13.0m2.19%	2.19%	Reduced -1.6k	-1,635 -1.9%
16	GE VERNOVA INC COM GEV	GEV	10,017	$11.8m1.99%	1.99%	Reduced -237	-237 -2.3%
17	ORACLE CORP COM ORCL	ORCL	78,758	$11.5m1.95%	1.95%	Reduced -2.1k	-2,076 -2.6%
18	ISHARES INC CORE MSCI EMKT IEMG	IEMG	122,464	$10.1m1.71%	1.71%	Reduced -4.0k	-3,982 -3.1%
19	ISHARES INC MSCI EMRG CHN EMXC	EMXC	96,181	$9.8m1.66%	1.66%	Reduced -507	-507 -0.5%
20	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	396,749	$9.6m1.63%	1.63%	Reduced -8.1k	-8,092 -2.0%
21	DISNEY WALT CO COM DIS	DIS	99,255	$9.6m1.61%	1.61%	Reduced -1.2k	-1,241 -1.2%
22	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	476,260	$9.3m1.57%	1.57%	New
23	CISCO SYS INC COM CSCO	CSCO	78,522	$9.2m1.56%	1.56%	Reduced -737	-737 -0.9%
24	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	447,190	$9.1m1.54%	1.54%	Added +31.2k	+31,181 7.5%
25	PEPSICO INC COM PEP	PEP	64,054	$8.7m1.46%	1.46%	Reduced -1.3k	-1,273 -1.9%
26	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	211,865	$8.5m1.44%	1.44%	New
27	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	393,829	$7.7m1.30%	1.30%	New
28	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	137,447	$7.4m1.24%	1.24%	Reduced -748	-748 -0.5%
29	ISHARES TR CORE S&P TTL STK ITOT	ITOT	43,069	$7.1m1.19%	1.19%	Added +29	+29 0.1%
30	ISHARES TR U.S. REAL ES ETF IYR	IYR	65,266	$6.7m1.13%	1.13%	New
31	UNION PAC CORP COM UNP	UNP	23,933	$6.5m1.10%	1.10%	Reduced -816	-816 -3.3%
32	JOHNSON & JOHNSON COM JNJ	JNJ	22,560	$5.7m0.97%	0.97%	Reduced -473	-473 -2.0%
33	PROCTER AND GAMBLE CO COM PG	PG	38,546	$5.7m0.95%	0.95%	Reduced -447	-447 -1.1%
34	BROADCOM INC COM AVGO	AVGO	14,654	$5.5m0.93%	0.93%	Reduced -1.5k	-1,472 -9.1%
35	ISHARES TR U.S. TECH ETF IYW	IYW	16,670	$4.2m0.71%	0.71%	Reduced -233	-233 -1.4%
36	ABBVIE INC COM ABBV	ABBV	16,703	$4.2m0.71%	0.71%	Reduced -119	-119 -0.7%
37	ISHARES TR S&P 500 GRWT ETF IVW	IVW	28,385	$3.9m0.66%	0.66%	Reduced -1.6k	-1,599 -5.3%
38	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	133,514	$3.4m0.57%	0.57%	New
39	EXXON MOBIL CORP COM XOM	XOM	23,438	$3.2m0.54%	0.54%	Reduced -584	-584 -2.4%
40	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	156,188	$3.2m0.54%	0.54%	Added +83.8k	+83,822 115.8%
41	ISHARES TR IBONDS DEC 29 IBDU	IBDU	123,519	$2.9m0.48%	0.48%	New
42	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	75,481	$2.6m0.44%	0.44%	Reduced -1.3k	-1,310 -1.7%
43	CITIGROUP INC COM NEW C	C	18,556	$2.6m0.44%	0.44%	Reduced -84	-84 -0.5%
44	ELI LILLY & CO COM LLY	LLY	1,930	$2.3m0.39%	0.39%	Unchanged
45	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	12,486	$2.0m0.33%	0.33%	Added +263	+263 2.1%
46	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	9,604	$1.8m0.31%	0.31%	Added +73	+73 0.8%
47	ISHARES TR US CONSM STAPLES IYK	IYK	25,060	$1.8m0.31%	0.31%	Reduced -952	-952 -3.7%
48	APPLE INC COM AAPL	AAPL	6,113	$1.8m0.30%	0.30%	Reduced -115	-115 -1.9%
49	ISHARES TR CRE U S REIT ETF USRT	USRT	25,909	$1.7m0.29%	0.29%	Added +1.2k	+1,249 5.1%
50	NVIDIA CORPORATION COM NVDA	NVDA	8,439	$1.7m0.28%	0.28%	Reduced -3.6k	-3,584 -29.8%
51	AMAZON COM INC COM AMZN	AMZN	6,362	$1.5m0.26%	0.26%	Reduced -60	-60 -0.9%
52	SELECT SECTOR SPDR TR ENERGY XLE	XLE	26,875	$1.4m0.24%	0.24%	Added +126	+126 0.5%
53	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	75,600	$1.4m0.24%	0.24%	Reduced -2.0k	-1,976 -2.5%
54	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	35,261	$1.3m0.22%	0.22%	Unchanged
55	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,329	$1.2m0.20%	0.20%	Reduced -345	-345 -9.4%
56	ISHARES TR U.S. FINLS ETF IYF	IYF	9,230	$1.2m0.20%	0.20%	Unchanged
57	ISHARES TR IBONDS 28 TRM TS IBTI	IBTI	47,960	$1.1m0.18%	0.18%	New
58	PHILLIPS 66 COM PSX	PSX	5,938	$1.0m0.17%	0.17%	Unchanged
59	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	15,374	$984.1k0.17%	0.17%	Reduced -325	-325 -2.1%
60	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,952	$958.1k0.16%	0.16%	Reduced -292	-292 -6.9%
61	CONOCOPHILLIPS COM COP	COP	9,182	$954.6k0.16%	0.16%	Unchanged
62	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	6,436	$950.8k0.16%	0.16%	Unchanged
63	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	9,919	$824.0k0.14%	0.14%	Added +716	+716 7.8%
64	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	17,519	$794.3k0.13%	0.13%	Added +12	+12 0.1%
65	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,584	$693.4k0.12%	0.12%	Reduced -856	-856 -13.3%
66	CHEVRON CORP NEW COM CVX	CVX	4,080	$676.3k0.11%	0.11%	Unchanged
67	MARSH & MCLENNAN COS INC COM MRSH	MRSH	3,749	$624.8k0.11%	0.11%	Unchanged
68	MAGNUM ICE CREAM CO NV ORD SHS MICC	MICC	35,137	$611.7k0.10%	0.10%	Reduced -1.1k	-1,148 -3.2%
69	APPLIED MATLS INC COM AMAT	AMAT	753	$544.4k0.09%	0.09%	Unchanged
70	MCDONALDS CORP COM MCD	MCD	1,980	$535.2k0.09%	0.09%	Unchanged
71	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	706	$519.9k0.09%	0.09%	Unchanged
72	COCA COLA CO COM KO	KO	6,377	$518.3k0.09%	0.09%	Reduced -281	-281 -4.2%
73	MORGAN STANLEY COM NEW MS	MS	2,316	$484.1k0.08%	0.08%	Unchanged
74	EOG RES INC COM EOG	EOG	3,707	$480.9k0.08%	0.08%	Reduced -53	-53 -1.4%
75	JPMORGAN CHASE & CO COM JPM	JPM	1,408	$460.8k0.08%	0.08%	Unchanged
76	ISHARES TR CORE S&P500 ETF IVV	IVV	590	$442.0k0.07%	0.07%	Unchanged
77	GENERAL DYNAMICS CORP COM GD	GD	1,182	$418.7k0.07%	0.07%	Unchanged
78	OCCIDENTAL PETE CORP COM OXY	OXY	8,555	$415.5k0.07%	0.07%	Reduced -145	-145 -1.7%
79	CS DISCO INC COM LAW	LAW	107,019	$404.5k0.07%	0.07%	Unchanged
80	ISHARES TR S&P MC 400GR ETF IJK	IJK	3,205	$376.6k0.06%	0.06%	Unchanged
81	ISHARES TR EXPANDED TECH IGV	IGV	3,957	$358.5k0.06%	0.06%	Unchanged
82	ISHARES TR U.S. PHARMA ETF IHE	IHE	3,615	$357.9k0.06%	0.06%	Unchanged
83	S&P GLOBAL INC COM SPGI	SPGI	868	$353.5k0.06%	0.06%	Unchanged
84	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,200	$268.7k0.05%	0.05%	Unchanged
85	ISHARES TR US INDUSTRIALS IYJ	IYJ	1,549	$258.1k0.04%	0.04%	Unchanged
86	3M CO COM MMM	MMM	1,549	$250.8k0.04%	0.04%	Reduced -443	-443 -22.2%
87	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,251	$250.7k0.04%	0.04%	Reduced -417	-417 -11.4%
88	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	2,115	$219.9k0.04%	0.04%	Unchanged
89	AUTODESK INC COM ADSK	ADSK	1,071	$208.2k0.04%	0.04%	Reduced -58	-58 -5.1%
90	MAIN STR CAP CORP COM MAIN	MAIN	4,000	$207.5k0.04%	0.04%	Unchanged
91	ISHARES TR HIGH YLD SYSTM B HYDB	HYDB	4,302	$201.2k0.03%	0.03%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR EIRL	EIRL	440,261	$18.6m440.3k shares
SPDR SERIES TRUST BWZ	BWZ	564,750	$14.1m564.8k shares
INVESCO ACTIVELY MANAGED EXC RSPA	RSPA	71,302	$13.7m71.3k shares
J P MORGAN EXCHANGE TRADED F JEPI	JEPI	252,742	$12.8m252.7k shares
GE AEROSPACE GE	GE	36,120	$10.2m36.1k shares
INVESCO EXCH TRD SLF IDX FD BSJQ	BSJQ	486,104	$9.5m486.1k shares
UNILEVER PLC UL	UL	165,660	$9.4m165.7k shares
SPDR SER TR CNRG	CNRG	214,338	$8.6m214.3k shares
ISHARES TR IBMP	IBMP	310,824	$7.5m310.8k shares
ISHARES TR EFA	EFA	67,582	$6.4m67.6k shares
INVESCO EXCH TRD SLF IDX FD BSJR	BSJR	303,170	$5.9m303.2k shares
VANGUARD WORLD FD VFH	VFH	35,004	$4.2m35.0k shares
ISHARES TR IBMO	IBMO	160,242	$3.9m160.2k shares
VANGUARD WORLD FD VDC	VDC	16,252	$3.7m16.3k shares
ISHARES TR IBMQ	IBMQ	134,643	$3.4m134.6k shares
ISHARES TR IBMR	IBMR	124,349	$2.9m124.3k shares
VANGUARD WORLD FD MGC	MGC	11,181	$2.6m11.2k shares
VANGUARD SPECIALIZED FUNDS VIG	VIG	10,351	$2.2m10.4k shares
VANGUARD WORLD FD MGV	MGV	11,018	$1.6m11.0k shares
SPDR S&P 500 ETF TR SPY	SPY	2,365	$1.5m2.4k shares
SANDOZ GROUP AG SDZNY	SDZNY	13,712	$1.1m13.7k shares
VANGUARD WORLD FD VEXC	VEXC	16,153	$873.1k16.2k shares
ISHARES TR OEF	OEF	2,369	$753.5k2.4k shares
VANGUARD WHITEHALL FDS VYM	VYM	4,132	$612.0k4.1k shares
VANGUARD WORLD FD MGK	MGK	7,415	$544.9k7.4k shares