Eiger Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$4,618,007
Net value change ($000)
+1,427,001 (44.7%)
New positions
5
Sold out positions
0
Turnover %
31.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
AVGO 357,160 NEW
META 316,304 NEW
NVDA 306,991 NEW
LRCX 230,286 NEW
TNET 220,891 NEW
AMZN 62,745 28.9%
SCHX 21,433 2.2%
VUG 12,243 4.6%
GNT 11,116 6.7%
GGN 10,473 9.1%
Top Reduces (Value $000, Stocks/ETFs)
ZNTL -98,322 -23.6%
EDD -14,576 -10.5%
TEI -10,915 -8.8%
SABA -4,655 -4.6%
FATE -3,300 -12.2%
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