Eiger Wealth Management, LLC Top Holdings and 13F Report (2026) About Eiger Wealth Management, LLCInvestment ActivityEiger Wealth Management, LLC has $4.62 million in total holdings as of March 31, 2026.Eiger Wealth Management, LLC owns shares of 17 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 33.95% of the portfolio was purchased this quarter.This quarter, Eiger Wealth Management, LLC has purchased 12 new stocks and bought additional shares in 4 stocks.Eiger Wealth Management, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $989,424iShares MSCI USA Quality Factor ETF $432,060Broadcom $357,160Zentalis Pharmaceuticals $318,860Meta Platforms $316,304 Largest New Holdings this Quarter 11135F101 - Broadcom $357,160 Holding30303M102 - Meta Platforms $316,304 Holding67066G104 - NVIDIA $306,991 Holding512807306 - Lam Research Corp $230,286 Holding896288107 - TriNet Group $220,891 Holding Largest Purchases this Quarter Broadcom 1,017 shares (about $357.16K)Meta Platforms 436 shares (about $316.30K)NVIDIA 1,344 shares (about $306.99K)Lam Research Corp 701 shares (about $230.29K)TriNet Group 3,532 shares (about $220.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEiger Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$989,424$2,700 ▲0.3%32,98121.4%ETFQUALiShares MSCI USA Quality Factor ETF$432,060$222 ▲0.1%1,9449.4%ETFAVGOBroadcom$357,160$357,160 ▲New Holding1,0177.7%TechnologyZNTLZentalis Pharmaceuticals$318,860$80,593 ▲33.8%115,1126.9%HealthcareMETAMeta Platforms$316,304$316,304 ▲New Holding4366.8%Communication ServicesNVDANVIDIA$306,991$306,991 ▲New Holding1,3446.6%TechnologyAMZNAmazon.com$280,111$52,832 ▲23.2%1,1246.1%Consumer DiscretionaryVUGVanguard Growth ETF$277,8990.0%3,0846.0%ETFLam Research Corp$230,286$230,286 ▲New Holding7015.0%COMIMNMImmunome$227,7260.0%10,5874.9%HealthcareTNETTriNet Group$220,891$220,891 ▲New Holding3,5324.8%IndustrialsGNTGAMCO Natural Resources, Gold & Income Trust$175,8440.0%20,2123.8%FinanceGAMCO Global Gold, Natural Resources & Income Trust$125,6800.0%23,8032.7%COM SH BEN INTEDDMorgan Stanley Emerging Markets Domestic Debt Fund$123,6630.0%23,5102.7%FinanceTEITempleton Emerging Markets Income Fund$113,7750.0%18,5002.5%FinanceSaba Capital Income & Opportunities Fund II$97,6330.0%12,2502.1%SHSFATEFate Therapeutics$23,7000.0%10,0000.5%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
