Eiger Wealth Management, LLC recently submitted an amended 13F report, detailing its investment holdings as of March 31, 2026. This filing, made on November 4, 2026, is significant as it provides insights into the firm's asset management strategies and portfolio composition.

As a financial services firm based in San Diego, California, Eiger Wealth Management specializes in wealth management and investment advisory services. The firm is registered with the SEC and operates under the Central Index Key (CIK) number 0002161353. This latest filing is part of a series of recent submissions, including several 13F reports filed just the day before.

The amended 13F report reveals that Eiger Wealth Management's total portfolio value amounts to approximately $3,043,591. The report includes a variety of investments, with a notable focus on exchange-traded funds (ETFs) and individual stocks. For instance, the firm holds significant positions in Schwab US Large-Cap ETF, iShares MSCI USA Quality Factor ETF, and SPDR S&P 500 ETF Trust, among others.

"The filing highlights a diverse investment strategy, with Eiger managing assets across multiple sectors and investment vehicles," stated Jeff Jacobson, Sr Operations Manager at Eiger Wealth Management.

The filing also indicates that Eiger Wealth Management exercises sole investment discretion over its holdings, reflecting a concentrated approach to asset management. The firm’s investment decisions may influence its clients and the broader investment community, particularly in the competitive landscape of wealth management.

In terms of industry context, Eiger operates alongside other investment management firms such as Zacks Investment Management, Horizon Investments, and Goldman Sachs Group Inc, all of which are also mentioned in the filing. These firms represent a competitive environment where strategic asset allocation and investment performance are critical for attracting and retaining clients.

Looking ahead, it remains unclear what specific actions Eiger Wealth Management may take following this filing. The document does not provide further details on future investments or potential changes in strategy.

For those interested in Eiger's investment activities, the amended 13F report serves as a valuable resource for understanding the firm's current portfolio and investment philosophy.