Matthew Goff Investment Advisor Portfolio Changes: Q3 2025 Analysis

Matthew Goff Investment Advisor LLC made notable adjustments to its investment portfolio during the quarter that ended on June 30, 2026.

Purchase Activity

The firm significantly increased its positions in several areas:

• BSCR (INVESCO Exchange Traded Self-Indexed Fund) saw a massive 100% increase in shares, boosting its portfolio allocation to 1.3%.
• IBDT experienced a full 100% share buy, adding another new position worth approximately $3.4 million.
• The firm also significantly increased its stake in J P Morgan Exchange Traded Fund, raising the allocation by over 43%. This ETF now holds a portfolio percentage of about 2.9%.
• BKLN (InvESCO Exchange-Traded Fund TR II) was added with an initial purchase, contributing roughly 7.5% to its share price increase.
• New positions were also initiated in ISHares TR SHYG and BSCQ, though the increases were less dramatic at +8.39% and +3.1%, respectively.
• INTEL CORP (INTC) was added back to the portfolio after a period of absence, with an allocation now standing at 3.9%.

Sales Activity

The Matthew Goff Investment Advisor also disposed of some holdings during this quarter:

• INTEL CORP (INTC) saw a substantial reduction, with shares decreased by 43.74% from the previous period.
• The firm sold off some of its holdings in BANK OF AMER CORP (BAC), resulting in an allocation drop to approximately 4.4%.
• BERKSHIRE HATHAWAY INC DEL (BRK-B) experienced a slight reduction, with shares down by 2.67%.
• ALPHABET INC (GOOG) and MICROSOFT CORP (MSFT) also saw decreases, though less pronounced than INTC.
• BANK OF NY MELLON CORP (BK)'s allocation was reduced by 2.69% during the quarter.

Other Changes

The Matthew Goff Investment Advisor also made adjustments to other types of holdings:

• BSCR, IBDT, and SHYG were all new positions added this quarter.
• BSCS (INVESCO Exchange Traded Self-Indexed Fund) was also a significant addition, though the data shows an increase of 115.83% from prior period shares.
• J P Morgan ETF (IBDU) experienced a large initial purchase percentage change but was not listed as a new position in the top holdings data, possibly due to timing or calculation differences.
• The firm disposed of some positions like BAC and sold others such as BRK-B, though the latter sale was relatively small.
• MSFT shares were also sold, albeit slightly less than GOOG.

In summary, Matthew Goff Investment Advisor's portfolio saw a mix of strategic additions and reductions during the period ending June 30, 2026. The firm increased its exposure to several ETFs including BSCR, IBDT, JPST, BKLN, SHYG, and BSCQ, while also adding back INTC after it was previously sold or significantly reduced.