Eiger Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$3,043,591
Net value change ($000)
-729,056 (-19.3%)
New positions
0
Sold out positions
2
Turnover %
13.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2026 Next filing: 11/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ZNTL 85,157 73.3%
GNT 19,991 12.1%
IMNM 5,322 1.8%
GGN 4,289 3.1%
FATE 2,174 22.1%
SABA 857 0.8%
Top Reduces (Value $000, Stocks/ETFs)
IRULYA THERAPEUTICS INC COM -306,021 -97.0%
AMZN -214,201 -100.0%
BXSL -201,188 -100.0%
SCHX -39,094 -4.4%
VUG -26,250 -10.5%
FSCO -25,542 -19.0%
QUAL -12,974 -3.4%
EDD -8,463 -6.6%
TEI -8,140 -6.8%
SPY -4,973 -1.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type