StockDrifts LogoStockDrifts

Eiger Wealth Management 13F Portfolio

Portfolio Manager
Eiger Wealth Management LLC
Performance
-4.42% (2026 Q3)
AUM (13F)
$4.62M
# of Holdings
17
Performance Rank
N/A
Allocation (Top 20)
100%
Latest filing
Q3 2026

Eiger Wealth Management LLC Holdings Map

Top 17 Eiger Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
Schwab US Large-Cap ETF
21.43%33.0K$989K
+0.27%(+90)
2025-Q3: 0 shares2025-Q4: 32.7K shares2026-Q1: 32.8K shares2026-Q2: 32.9K shares2026-Q3: 33.0K shares
$26.63(+8.62%)
2026-09-30
QUAL
iShares MSCI USA Quality Factor ETF
9.36%1.9K$432K
+0.05%(+1)
2025-Q3: 0 shares2025-Q4: 1.9K shares2026-Q1: 1.9K shares2026-Q2: 1.9K shares2026-Q3: 1.9K shares
$196.58(-72.13%)
2026-09-30
AVGO
Broadcom Inc
7.73%1.0K$357Knew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 1.0K shares
$364.47(-19.42%)
2026-09-30
ZNTL
Zentalis Pharmaceuticals Inc
6.9%115.1K$319K
+33.82%(+29.09K)
2025-Q3: 0 shares2025-Q4: 86.0K shares2026-Q1: 86.0K shares2026-Q2: 86.0K shares2026-Q3: 115.1K shares
$2.03(-15.83%)
2026-09-30
META
Meta Platforms Inc
6.85%436$316Knew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 436 shares
$644.23(-5.29%)
2026-09-30
NVDA
Nvidia Corp
6.65%1.3K$307Knew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 1.3K shares
$214.24(-12.88%)
2026-09-30
AMZN
Amazon.com Inc
6.07%1.1K$280K
+23.25%(+212)
2025-Q3: 0 shares2025-Q4: 928 shares2026-Q1: 0 shares2026-Q2: 912 shares2026-Q3: 1.1K shares
$228.69(+13.38%)
2026-09-30
VUG
Vanguard Growth Index Fund ETF Shares
6.02%3.1K$278K
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 3.1K shares2026-Q1: 3.1K shares2026-Q2: 3.1K shares2026-Q3: 3.1K shares
$80.62(+1.92%)
2026-09-30
LRCX
Lam Research Corp
4.99%701$230Knew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 701 shares
$380.92(-47.38%)
2026-09-30
IMNM
Immunome Inc
4.93%10.6K$228K
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 13.6K shares2026-Q1: 13.6K shares2026-Q2: 10.6K shares2026-Q3: 10.6K shares
$16.59(+7.89%)
2026-09-30

About Eiger Wealth Management LLCโ€™s portfolio

Eiger Wealth Management LLC reports $4.62M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (21.4%), QUAL (9.4%) and AVGO (7.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +9.38% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
SCHX โ€” 21.4% ($989.4K)QUAL โ€” 9.4% ($432.1K)AVGO โ€” 7.7% ($357.2K)ZNTL โ€” 6.9% ($318.9K)META โ€” 6.8% ($316.3K)NVDA โ€” 6.6% ($307.0K)AMZN โ€” 6.1% ($280.1K)VUG โ€” 6.0% ($277.9K)LRCX โ€” 5.0% ($230.3K)IMNM โ€” 4.9% ($227.7K)Other โ€” 19.1% ($881.2K)
81%in top 10
  • SCHX21.4%
  • QUAL9.4%
  • AVGO7.7%
  • ZNTL6.9%
  • META6.8%
  • NVDA6.6%
  • AMZN6.1%
  • VUG6.0%
  • LRCX5.0%
  • IMNM4.9%
  • Other19.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
5
AVGOBroadcom Inc7.7%
METAMeta Platforms Inc6.8%
NVDANvidia Corp6.7%
LRCXLam Research Corp5.0%
+1 opened
Added to
4
ZNTLZentalis Pharmaceuticals Inc+33.8%
AMZNAmazon.com Inc+23.2%
SCHXSchwab US Large-Cap ETF+0.3%
QUALiShares MSCI USA Quality Factor ETF+0.1%

Unlock alerts, watchlists & AI chat

Sign up free to track Eiger Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Eiger Wealth Management LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2161353). View Eiger Wealth Management LLCโ€™s 13F filings on SEC

More 13F analyses

View all