Top 17 Eiger Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab US Large-Cap ETF | 21.43% | 33.0K | $989K | +0.27%(+90) | $26.63(+8.62%) | 2026-09-30 | |
| QUAL | iShares MSCI USA Quality Factor ETF | 9.36% | 1.9K | $432K | +0.05%(+1) | $196.58(-72.13%) | 2026-09-30 | |
| AVGO | Broadcom Inc | 7.73% | 1.0K | $357K | new | $364.47(-19.42%) | 2026-09-30 | |
| ZNTL | Zentalis Pharmaceuticals Inc | 6.9% | 115.1K | $319K | +33.82%(+29.09K) | $2.03(-15.83%) | 2026-09-30 | |
| META | Meta Platforms Inc | 6.85% | 436 | $316K | new | $644.23(-5.29%) | 2026-09-30 | |
| NVDA | Nvidia Corp | 6.65% | 1.3K | $307K | new | $214.24(-12.88%) | 2026-09-30 | |
| AMZN | Amazon.com Inc | 6.07% | 1.1K | $280K | +23.25%(+212) | $228.69(+13.38%) | 2026-09-30 | |
| VUG | Vanguard Growth Index Fund ETF Shares | 6.02% | 3.1K | $278K | +0.00%(+0) | $80.62(+1.92%) | 2026-09-30 | |
| LRCX | Lam Research Corp | 4.99% | 701 | $230K | new | $380.92(-47.38%) | 2026-09-30 | |
| IMNM | Immunome Inc | 4.93% | 10.6K | $228K | +0.00%(+0) | $16.59(+7.89%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +9.38% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +21.51% |
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 changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eiger Wealth Management LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2161353). View Eiger Wealth Management LLCโs 13F filings on SEC