Eiger Wealth Management, LLC has released its 13F-HR report, detailing its investment holdings as of March 31, 2026. The filing indicates that the company has a total investment value of approximately $3.19 million. This report is significant as it provides insights into the company's portfolio strategy in a competitive investment management landscape.

Founded in California, Eiger Wealth Management specializes in managing client investments and is registered with the SEC. The company operates from its office located at 16855 West Bernardo Drive, Suite 310, San Diego, CA. As of the latest filing on November 3, 2026, Eiger Wealth Management continues to adapt its investment strategies to navigate market fluctuations.

The filing includes a variety of investments, showcasing Eiger's approach to portfolio diversification. Among the notable holdings are the Schwab US Large-Cap ETF, iShares MSCI USA Quality Factor ETF, and SPDR S&P 500 ETF Trust. The report also lists individual stocks such as Immunome Inc and Zentalis Pharmaceuticals Inc, indicating a blend of investment vehicles.

According to the filing, Eiger Wealth Management's total investment value is $3,191,006, with a total of 12 entries in the information table. The company has sole investment discretion over all its reported holdings, which underscores its active management strategy.

In addition to its own investments, the filing mentions other managers in the space, including Zacks Investment Management, Horizon Investments, and Goldman Sachs Group Inc. This highlights the competitive environment in which Eiger operates, as these firms also seek to attract clients and manage substantial assets.

Looking ahead, Eiger Wealth Management may continue to adjust its portfolio in response to market changes and client needs. However, the filing does not specify any immediate next steps or upcoming votes regarding its investment strategy.