Eiger Wealth Management, LLC has filed its latest 13F-HR report, providing a detailed overview of its investment activities as of June 30, 2026. This filing is significant as it indicates the firm's total assets under management, which amount to $3,191,006. The disclosure highlights the firm's investment strategies and positions in various securities, including major holdings in well-known companies.
Founded in California, Eiger Wealth Management operates in the financial sector, focusing on asset management. The firm is based in San Diego, with its business address listed as 16855 West Bernardo Drive, Suite 310, San Diego, CA 92127. The recent filing on November 3, 2026, is part of a series of 13F-HR reports submitted by the firm, indicating its regulatory compliance and commitment to transparency.
The latest filing includes a summary of the firm’s investment positions, with a total of 12 entries reported. Among the notable investments are Amazon.com Inc, Fate Therapeutics Inc, and various ETFs such as the iShares MSCI USA Quality Factor ETF and Vanguard Growth Index Fund ETF Shares. The report shows that Eiger Wealth Management maintains sole investment discretion over these holdings, reflecting its strategic approach to asset management.
According to the filing, Eiger Wealth Management’s largest single investment is in Amazon.com Inc, with a reported value of $217,366, representing 912 shares. Other significant holdings include the Schwab US Large-Cap ETF, valued at $967,991, and the iShares MSCI USA Quality Factor ETF, valued at $426,320. The diversity of investments across different sectors may indicate the firm’s strategy to mitigate risk while pursuing growth.
The filing also notes that Eiger Wealth Management collaborates with other investment managers, including Zacks Investment Management, Horizon Investments, and Goldman Sachs Group Inc. This collaboration may enhance the firm's investment strategies and provide clients with a broader array of investment options.
The impact of this filing may extend to investors and stakeholders who are keen on understanding Eiger Wealth Management's asset allocation and investment philosophy. As the firm continues to disclose its holdings, it may influence investor perceptions and strategies within the broader investment management industry.
Looking ahead, the filing does not specify what actions Eiger Wealth Management will take next, but it is expected that the firm will continue to provide updates on its investment activities in future filings. This commitment to transparency is essential in maintaining trust and confidence among clients and investors.
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