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13F holdings · Q3 2026

Eiger Wealth Management

San Diego, CA · files as Eiger Wealth Management, LLC
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Filed
Holdings as of Sep 30, 2026Filed Nov 3, 2026Next filing due Feb 15, 2027CIK 2161353

Eiger Wealth Management reported 17 stocks worth $4.6M in its 13F filing for Q3 2026, filed Nov 3, 2026. Its largest holdings are SCHX (21.4%), QUAL (9.4%) and AVGO (7.7%). Compared with Q2 2026, the fund opened new positions in SCHX, QUAL and AVGO.

Reported value$4.6MUS stocks
Stocks held1717 new · 0 sold out
Top 5 weight52.3%fairly concentrated
Turnover100%of the portfolio changed

Portfolio at a glance

share of reported value · Q3 2026
SCHXSchwab US Large Cap ETF · 21.4% · new
QUALIshares TR · 9.4% · new
AVGOBroadcom Inc · 7.7% · new
ZNTLZentalis Pharmaceuticals Inc · 6.9% · new
METAMeta Platforms Inc · 6.8% · new
NVDANvidia Corporation · 6.7% · new
AMZNAmazon Com Inc · 6.1% · new
VUGVanguard Index Fds · 6.0% · new
LRCX5.0%
IMNM4.9%
TNET4.8%
GNT3.8%
+5Other holdings · 10.5%

What Eiger Wealth Management did in Q3 2026

vs Q2 2026
New
Added

None

Trimmed

None

Sold out

None

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Holdings

#StockValueWeightSharesChangeShares, 4 qtrsHeld
1
SCHX
Schwab US Large Cap ETF
$989K21.4%33KNew position1 of 4
2
QUAL
Ishares TR
$432K9.4%1,944New position1 of 4
3
AVGO
Broadcom Inc
$357K7.7%1,017New position1 of 4
4
ZNTL
Zentalis Pharmaceuticals Inc
$319K6.9%115KNew position1 of 4
5
META
Meta Platforms Inc
$316K6.8%436New position1 of 4
6
NVDA
Nvidia Corporation
$307K6.7%1,344New position1 of 4
7
AMZN
Amazon Com Inc
$280K6.1%1,124New position1 of 4
8
VUG
Vanguard Index Fds
$278K6.0%3,084New position1 of 4
9
LRCX
Lam Research Corp
$230K5.0%701New position1 of 4
10
IMNM
Immunome Inc
$228K4.9%11KNew position1 of 4
🔒 7 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 4 quarters
$0Q4 '25
$0Q1 '26
$0Q2 '26
$4.6MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Nov 3, 202613F-HRQ3 2026SEC filing ↗

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Eiger Wealth Management 13F FAQ

What does Eiger Wealth Management own?

Eiger Wealth Management reported 17 stocks worth $4.6M in its 13F filing for Q3 2026, filed Nov 3, 2026. Its largest holdings are SCHX (21.4%), QUAL (9.4%) and AVGO (7.7%). The table above lists every position in the filing (the top 10 without an account).

What did Eiger Wealth Management buy and sell in Q3 2026?

Compared with Q2 2026: 17 new positions, 0 added to, 0 trimmed and 0 sold out. New positions include SCHX, QUAL and AVGO.

When will Eiger Wealth Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Eiger Wealth Management's portfolio worth?

The Q3 2026 filing reports $4.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.