Eiger Wealth Management, LLC has released its latest investment holdings in a recent SEC filing, showcasing its strategies as of December 31, 2025. This filing is significant as it provides insights into the firm’s portfolio management and investment choices in a competitive industry.

Founded in California, Eiger Wealth Management operates under the Central Index Key (CIK) 0002161353. The firm is categorized under the 'other' entity type and has not specified a Standard Industrial Classification (SIC) description. As of the latest filing on November 3, 2026, the firm reported a total portfolio value of approximately $3,772,647.

The filing reveals a range of investments across various asset classes. Notably, Eiger holds significant positions in several ETFs and stocks including the Schwab US Large-Cap ETF, iShares MSCI USA Quality Factor ETF, and Amazon.com Inc. The firm reported that it has sole investment discretion over these assets, indicating a strategic approach to portfolio management.

“Eiger Wealth Management’s filing showcases a diverse investment strategy with significant holdings in both ETFs and individual stocks,” said Jeff Jacobson, Sr Operations Manager at Eiger.

The filing also lists other managers involved in the investment landscape, including Zacks Investment Management, Horizon Investments, and Goldman Sachs Group, Inc. This highlights the competitive nature of wealth management, where firms must navigate a crowded field of investment strategies and offerings.

With a total of 16 entries in its information table, Eiger’s portfolio reflects a mix of growth-oriented and income-generating investments. The firm’s strategy appears to focus on established companies and funds that have shown resilience in the market. For instance, the SPDR S&P 500 ETF Trust and various closed-end funds are included in their holdings, indicating a balanced approach to risk and return.

In addition to ETFs, Eiger has invested in individual stocks such as Fate Therapeutics Inc and Immunome Inc, demonstrating a willingness to explore opportunities in biotech and emerging sectors. This diversification may help mitigate risks associated with market volatility.

As the wealth management industry continues to evolve, firms like Eiger Wealth Management must adapt their strategies to meet client expectations and market demands. The filing does not specify what steps Eiger will take next, but it is clear that the firm is positioning itself strategically within the competitive landscape.

Investors and industry analysts will likely keep a close eye on Eiger's future filings to gauge how its investment strategies evolve in response to market conditions and client needs.