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Disclosed positions
Matthew Goff Investment Advisor, LLC: source evidence dated 2026-07-09T03:59:59.999Z.
- Issuer
- BERKSHIRE HATHAWAY INC DEL
- Ticker
- BRK.B
- Class
- CL B NEW
- Reported value
- $43,458,396
- Reported amount
- 86,849
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000412Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $43,458,396 | 86,849 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $41,257,870 | 116,769 | SH | None |
| MICROSOFT CORP | MSFT | COM | $40,876,009 | 109,581 | SH | None |
| BANK OF NY MELLON CORP | BNY | COM | $35,976,809 | 248,785 | SH | None |
| BANK OF AMER CORP | BAC | COM | $26,324,759 | 462,000 | SH | None |
| INTEL CORP | INTC | COM | $23,179,104 | 166,004 | SH | None |
| VISA INC | V | COM CL A | $22,536,493 | 65,687 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $20,457,173 | 482,367 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $18,623,676 | 82,021 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $17,328,365 | 342,661 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $16,695,122 | 49,357 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $14,983,711 | 70,422 | SH | None |
| MERCK & CO INC | MRK | COM | $14,804,314 | 115,209 | SH | None |
| RTX CORPORATION | RTX | COM | $13,545,855 | 71,395 | SH | None |
| NOVARTIS AG | NVS | SPONSORED ADR | $13,003,194 | 82,971 | SH | None |
| GE VERNOVA INC | GEV | COM | $11,768,655 | 10,017 | SH | None |
| ORACLE CORP | ORCL | COM | $11,541,988 | 78,758 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $10,144,879 | 122,464 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $9,839,358 | 96,181 | SH | None |
| INVESCO EXCH TRADED FD TR II | VRP | VAR RATE PFD | $9,644,957 | 396,749 | SH | None |
| DISNEY WALT CO | DIS | COM | $9,553,327 | 99,255 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | BULSHS 2026 CB | $9,298,974 | 476,260 | SH | None |
| CISCO SYS INC | CSCO | COM | $9,223,171 | 78,522 | SH | None |
| INVESCO EXCH TRADED FD TR II | BKLN | SR LN ETF | $9,109,267 | 447,190 | SH | None |
| PEPSICO INC | PEP | COM | $8,672,955 | 64,054 | SH | None |
| SSGA ACTIVE ETF TR | SRLN | ST STR BL LN ETF | $8,536,048 | 211,865 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCR | BULSHS 2027 CB | $7,724,954 | 393,829 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $7,368,542 | 137,447 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $7,074,991 | 43,069 | SH | None |
| ISHARES TR | IYR | U.S. REAL ES ETF | $6,673,426 | 65,266 | SH | None |
| UNION PAC CORP | UNP | COM | $6,509,751 | 23,933 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $5,729,450 | 22,560 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $5,652,438 | 38,546 | SH | None |
| BROADCOM INC | AVGO | COM | $5,535,549 | 14,654 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $4,204,604 | 16,670 | SH | None |
| ABBVIE INC | ABBV | COM | $4,203,177 | 16,703 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $3,903,857 | 28,385 | SH | None |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $3,371,216 | 133,514 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $3,204,430 | 23,438 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCS | INVSCO BLSH 28 | $3,180,759 | 156,188 | SH | None |
| ISHARES TR | IBDU | IBONDS DEC 29 | $2,860,700 | 123,519 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $2,627,508 | 75,481 | SH | None |
| CITIGROUP INC | C | COM NEW | $2,597,066 | 18,556 | SH | None |
| ELI LILLY & CO | LLY | COM | $2,314,900 | 1,930 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $1,981,088 | 12,486 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $1,829,767 | 9,604 | SH | None |
| ISHARES TR | IYK | US CONSM STAPLES | $1,820,873 | 25,060 | SH | None |
| APPLE INC | AAPL | COM | $1,768,941 | 6,113 | SH | None |
| ISHARES TR | USRT | CRE U S REIT ETF | $1,721,626 | 25,909 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,688,560 | 8,439 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.