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Eiger Wealth Management

Latest statistics and disclosures from Eiger Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, QUAL, AVGO, ZNTL, META, and represent 52.27% of Eiger Wealth Management's stock portfolio.
Added to shares of these 9 stocks: AVGO, META, NVDA, LRCX, TNET, ZNTL, AMZN, SCHX, QUAL.
Started 5 new stock positions in AVGO, TNET, LRCX, META, NVDA.
Eiger Wealth Management was a net buyer of stock by $1.6M.
Eiger Wealth Management has $4.6M in assets under management (AUM), dropping by 44.72%.
Central Index Key (CIK): 0002161353

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Portfolio Holdings for Eiger Wealth Management

Eiger Wealth Management holds 17 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)	21.4	$989k		33k	30.00	View chart
iShares MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	9.4	$432k		1.9k	222.25	View chart
Broadcom (AVGO)	7.7	$357k	NEW	1.0k	351.19	View chart
Zentalis Pharmaceuticals (ZNTL)	6.9	$319k	+33%	115k	2.77	View chart
Facebook Inc cl a (META)	6.8	$316k	NEW	436.00	725.47	View chart
NVIDIA Corporation (NVDA)	6.6	$307k	NEW	1.3k	228.42	View chart
Amazon (AMZN)	6.1	$280k	+23%	1.1k	249.21	View chart
Vanguard Growth Index Fund ETF Shares Mrngstr Grwt Etf (VUG)	6.0	$278k		3.1k	90.11	View chart
Lam Research (LRCX)	5.0	$230k	NEW	701.00	328.51	View chart
Immunome (IMNM)	4.9	$228k		11k	21.51	View chart
Trinet (TNET)	4.8	$221k	NEW	3.5k	62.54	View chart
GAMCO Natural Resources Gold & Income Trust Sh Ben Int (GNT)	3.8	$176k		20k	8.70	View chart
GAMCO Global Gold, Natural Resources & Income Trust Com Sh Ben Int (GGN)	2.7	$126k		24k	5.28	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	2.7	$124k		24k	5.26	View chart
Templeton Emerging Markets Income Fund (TEI)	2.5	$114k		19k	6.15	View chart
Saba Capital Income & Opportunities Fund II SHS (SABA)	2.1	$98k		12k	7.97	View chart
Fate Therapeutics (FATE)	0.5	$24k		10k	2.37	View chart

Past Filings by Eiger Wealth Management

SEC 13F filings are viewable for Eiger Wealth Management going back to 2026

Eiger Wealth Management 2026 Q1 restated filed Nov. 4, 2026
Eiger Wealth Management 2025 Q4 filed Nov. 3, 2026
Eiger Wealth Management 2026 Q1 filed Nov. 3, 2026
Eiger Wealth Management 2026 Q2 filed Nov. 3, 2026
Eiger Wealth Management 2026 Q3 filed Nov. 3, 2026

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