WOLF Financial AI Flagship Fund

Live

Last refresh 5 Oct 2026, 22:46:02 UTC · Data as of Oct 2, 2026 · Launch 2025-06-30 · 459 days live

HTMLMarkdownJSONCompare this recordAutopilot client composite since launch

Official published record. Risk band MEDIUM. Maturity MATURE. Published fields, not a suitability rating.

About this Portfolio

The WOLF Financial AI Flagship Fund is a high-conviction portfolio focused on the accelerating impact of artificial intelligence on global industries. Targeting category-defining companies at the forefront of AI infrastructure, applications, and adoption, it’s designed for investors who believe AI is not just a trend — but the defining technological shift of our era.

Marketplace Portfolio description, reproduced for identification and context. It is not a recommendation. Performance figures on this page come from the published live composite.

About Wolf Financial

Combining Social Media and Investment Research to Build your Wealth | Goldman Sachs Analyst → CEO

Marketplace Pilot bio reproduced from the Autopilot app. Marketplace identity only. It does not change the legal management classification shown above.

These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice.

30.0%
gross 30.0%
1.1798
1.7486
-22.4%
25.0%
Days live
459
AUM
$521.4k

Performance disclaimer

The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before Pilot subscription amounts. Autopilot does not charge an advisory fee.

"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 10/02/26. Performance shown reflects the period from 9/25/26 - 10/02/26. WOLF Financial AI Flagship Fund: past week +0.9%; 1Y +30.0%; since inception (6/30/25) +62.4%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Not a recommendation. View important info at joinautopilot.com/disclaimer.

Primary periods

Net is the default display. Period end is data as-of 2026-10-02.
PeriodNetGross
1 year30.0%30.0%
5 year: n/a — launched 2025-06-30n/an/a
10 year: n/a — launched 2025-06-30n/an/a
Since Autopilot inception (2025-06-30)62.4%62.4%

No benchmark comparison is published for this Portfolio.

Based on all time performance. Past performance doesn't guarantee future results.

Risk

47.1%
CAGR gross
47.1%
25.0%
2.1038
38.7%
n/a
n/a

Equity curve

Downsampled published curve, not the daily-return tape. 151 points from 460 daily observations. Official max drawdown is the daily-series field, not this chart. Worst month and recovery are withheld because this curve does not reproduce the official max drawdown.

Equity curve data table (151 points)
Downsampled equity curve (cumulative return from Autopilot launch). Official max drawdown is the daily-series field, not this table.
DateCumulative return
2025-06-300
2025-07-03-0.00311
2025-07-06-0.00316
2025-07-090.00954
2025-07-120.01211
2025-07-150.03294
2025-07-180.05265
2025-07-210.05233
2025-07-240.0547
2025-07-270.06824
2025-07-300.07945
2025-08-020.05695
2025-08-050.09791
2025-08-080.13045
2025-08-110.12581
2025-08-150.11909
2025-08-180.11456
2025-08-210.05707
2025-08-240.08146
2025-08-270.08826
2025-08-300.08027
2025-09-020.06959
2025-09-050.07709
2025-09-080.08315
2025-09-110.13593
2025-09-140.15795
2025-09-170.16594
2025-09-200.20828
2025-09-230.21062
2025-09-260.20182
2025-09-300.22308
2025-10-030.22302
2025-10-060.25722
2025-10-090.27989
2025-10-120.22559
2025-10-150.25334
2025-10-180.24495
2025-10-210.24762
2025-10-240.28142
2025-10-270.31912
2025-10-300.32776
2025-11-020.34081
2025-11-050.30098
2025-11-080.25144
2025-11-110.28712
2025-11-150.22393
2025-11-180.19874
2025-11-210.1588
2025-11-240.21078
2025-11-270.22417
2025-11-300.23002
2025-12-030.25258
2025-12-060.26217
2025-12-090.26031
2025-12-120.23258
2025-12-150.22954
2025-12-180.22813
2025-12-210.2613
2025-12-240.28062
2025-12-270.2728
2025-12-310.24165
2026-01-030.23542
2026-01-060.25794
2026-01-090.25454
2026-01-120.26621
2026-01-150.25817
2026-01-180.25233
2026-01-210.22934
2026-01-240.25635
2026-01-270.26094
2026-01-300.23344
2026-02-020.23595
2026-02-050.16176
2026-02-080.19785
2026-02-110.22062
2026-02-150.19716
2026-02-180.19545
2026-02-210.20865
2026-02-240.20906
2026-02-270.19269
2026-03-020.19718
2026-03-050.18591
2026-03-080.162
2026-03-110.20645
2026-03-140.16703
2026-03-170.19141
2026-03-200.13667
2026-03-230.16333
2026-03-260.11133
2026-03-290.08648
2026-04-020.14826
2026-04-050.14821
2026-04-080.19426
2026-04-110.21434
2026-04-140.27545
2026-04-170.3114
2026-04-200.3035
2026-04-230.29796
2026-04-260.32761
2026-04-290.31717
2026-05-020.3374
2026-05-050.35582
2026-05-080.43213
2026-05-110.43798
2026-05-140.49857
2026-05-180.43212
2026-05-210.45676
2026-05-240.45814
2026-05-270.47135
2026-05-300.49882
2026-06-020.54243
2026-06-050.43163
2026-06-080.44449
2026-06-110.42607
2026-06-140.44407
2026-06-170.47889
2026-06-200.50769
2026-06-230.4392
2026-06-260.37811
2026-06-290.4163
2026-07-030.38994
2026-07-060.42615
2026-07-090.43425
2026-07-120.44745
2026-07-150.41895
2026-07-180.33729
2026-07-210.40687
2026-07-240.31554
2026-07-270.30398
2026-07-300.28298
2026-08-020.30327
2026-08-050.41555
2026-08-080.40422
2026-08-110.39001
2026-08-140.47539
2026-08-180.4183
2026-08-210.40371
2026-08-240.37231
2026-08-270.42783
2026-08-300.40779
2026-09-020.4089
2026-09-050.45827
2026-09-080.47534
2026-09-110.46816
2026-09-140.44489
2026-09-170.49923
2026-09-200.51211
2026-09-230.5883
2026-09-260.60876
2026-09-290.58151
2026-10-020.62356

Holdings

Holdings shown are the largest 5 positions by current weight as of 2026-10-05T22:46:02.656034Z. This is not a list of best-performing positions. Holdings change over time. This is not the complete holdings book; concentration figures are calculated on the positions shown and are labeled partial.

Largest N by current weight. Not a list of best-performing positions.
TickerCompanyWeight
NVDANvidia Corp26.7%
METAMeta Platforms, Inc. Class A Common Stock23.3%
GOOGLAlphabet Inc. Class A Common Stock22.7%
MUMicron Technology, Inc.13.9%
TSLATesla, Inc. Common Stock13.5%

Concentration partial. HHI n/a.

Fees

Current subscription

Current Wolf Full Access plans for this Pilot. Same price for every Portfolio under this Pilot. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. 5:00 AM America/New_York snapshot, held until the next rebuild. Not part of the published fact-sheet record used for net returns.
PlanAmountBilled
Quarterly$95.00every 3 months
Yearly$295.00every year

The current subscription for this Pilot, Wolf Financial, is $295.00 per year as of 2026-10-05. Autopilot does not charge an advisory fee on top of that subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures. Account minimum omitted (unconfirmed_omitted).

Record notes

Autopilot client composite since launch means the time-weighted return of actual Autopilot client accounts that follow this Portfolio, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow the strategy, the composite is the 10 oldest follower accounts, equal-weighted. If fewer than 10 clients are invested, the data represents all clients following this strategy.

All figures are as of 2026-10-02.

Published returns do not deduct an Autopilot advisory fee. Autopilot does not charge an advisory fee or an AUM fee. Pilot subscriptions are not deducted from these figures. Broker-dealer transaction costs, fund expenses, and taxes are not deducted either.

Sharpe ratio, risk-free rate assumed 0%. Sortino uses the same zero risk-free-rate assumption.

This Portfolio is created and managed by Autopilot Advisers, LLC as part of our advisory services, which are general and impersonal in nature and are not personalized advice. WOLF Financial AI Flagship does not manage this Portfolio and has no relationship with Autopilot or its clients. Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios. Autopilot may terminate this Portfolio at any time.

459 days live; 62.4% observed-period return

Official max drawdown is the published daily-series field. It is not read from the downsampled sparkline. Worst month and recovery are withheld when that curve does not reproduce the official drawdown.

1-year, 5-year, and 10-year at equal prominence. Missing long windows are labeled n/a with the Autopilot launch date. Since Autopilot inception fills the comparison. Gross and net use the same window. Past week, YTD, 1-month, and 3-month are supplemental. The 7-day window in the performance disclaimer describes the past-week figure. Sharpe, CAGR, and the official series remain Autopilot launch through as-of.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. They are not deducted from the published return figures. Broker-dealer transaction fees, wire fees, margin costs, and fund expense ratios are charged by your broker-dealer. See Form ADV Part 2A and Form CRS. Specific terms are in the Investment Advisory Agreement.

When at least 10 clients follow the strategy: time-weighted return composite of the 10 oldest follower accounts, equal-weighted across accounts. If fewer than 10 clients are invested, the aggregate of all clients following the strategy is used. Money-weighted returns are rejected. This is not a single-account track record and not a backtest.

Accounts in composite: 10. The 10-oldest-follower cohort selects accounts that did not churn; n=10 is a small-sample estimator with real noise. Per-follower breakdown is not exposed.

Rebalance: not disclosed. Rebalance cadence is not independently structured.

Supplemental periods

Supplemental. Not larger than the primary row.
PeriodNetGross
past week0.9%0.9%
ytd30.6%30.6%
three month16.7%16.7%
one month15.2%15.2%

Published values

Same decimals as JSON / Markdown
FieldValueStatus
sharpe1.1798ok
sortino1.7486ok
one_year_net0.30016ok
one_year_gross0.30016ok
one_week_net0.00912ok
one_week_gross0.00912ok
all_time_net0.623557ok
all_time_gross0.623557ok
cagr_net0.47055ok
cagr_gross0.47055ok
max_drawdown-0.223668ok
ann_vol0.249737ok

Important disclosures

Material risks

Investing in this strategy can result in loss of principal. Returns are volatile and drawdowns can be larger than the published maximum. Holdings may be concentrated in a small number of names or sectors. Liquidity, turnover, taxes, and trade timing can cause an individual account to differ from the published composite. Creator dependence and disclosure or reporting lag apply to Portfolios inspired by publicly disclosed trading activity. The composite uses a small sample (n=10 when at least 10 clients follow; all clients when fewer). Options, margin, or leverage, if present in underlying holdings, increase risk. Past performance does not guarantee future results.

This site publishes performance data about Portfolios available on Autopilot. It does not rank, recommend, or select Portfolios for any person, and it does not assess whether any Portfolio is suitable for you. Suitability is assessed only inside the Autopilot app, based on your Client Questionnaire responses.

Any investment advice, strategies, or recommendations are provided solely by Autopilot Advisers through the Autopilot app. Autopilot Holdings does not provide investment advice and is not responsible for the accuracy, completeness, or timeliness of any investment advice given by Autopilot Advisers.

Legal, conflict, and limitation disclosures

The information provided on this website and through the Autopilot app is for informational purposes only. Autopilot Holdings Corporation ("Autopilot Holdings") is not an investment adviser and does not provide investment advice. Any investment advice is generated and managed by Autopilot Advisers, LLC ("Autopilot Advisers"; together with Autopilot Holdings, "Autopilot"), which is an investment adviser registered with the Securities and Exchange Commission (SEC). This Fact Sheets site publishes live-composite performance data. It is not investment advice.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Investing in securities involves significant risk, including the risk of loss of principal. Past performance does not guarantee future results, and there can be no assurance that any investment strategy or security will meet its objectives or achieve any specific financial outcome. You should only invest risk capital that you can afford to lose without impacting your financial stability. Carefully consider your individual financial situation, investment goals, and risk tolerance before making any investment decisions.

You should consult with a qualified financial advisor, attorney, or tax professional regarding your personal financial situation, investment objectives, and any potential legal or tax implications before making any investment decisions. Autopilot does not provide legal or tax advice.

Autopilot, its affiliates, and employees disclaim any and all liability for any losses or damages arising from actions taken or reliance placed on the information provided on this website or through the Autopilot app. This includes, but is not limited to, losses related to the purchase or sale of securities or other financial instruments, changes in market conditions, or any other investment outcomes.

No representation is made that any investment strategy, security, or financial product discussed on this website or through the Autopilot app will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.

Autopilot may have affiliations with other financial institutions or services, which may affect the content presented or recommendations provided by Autopilot Advisers. Please review Autopilot Advisers' Form ADV Part 2A for detailed information about their services, fees, and potential conflicts of interest. For more information about Autopilot Advisers, view the SEC registration documents on IAPD.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Client account holdings are designed to track the Portfolio you've selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot's control.

The calculation and presentation of performance results on this page have not been approved or reviewed by the SEC.

Inside the Autopilot app, Autopilot Advisers provides limited investment advisory services focused on Portfolio selection and suitability assessment. Those services are not intended to replace comprehensive financial planning. This Fact Sheets site does not select Portfolios or assess suitability. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

Options trading entails significant risk and is not suitable for all investors. Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk and costs. Investors must read and understand the Characteristics and Risks of Standardized Options before considering any options transaction.

WOLF Financial AI Flagship uses an AI tool as part of their own stock-selection process for this Portfolio. The AI tool does not advise clients, select investments for clients, or place trades. Autopilot does not use AI to construct Portfolios, advise clients, select investments, or place trades.

Autopilot Holdings Corp. ("Autopilot") has a referral arrangement with Public Holdings, Inc. ("Public"), a registered broker-dealer, under which Autopilot receives compensation only when a newly referred client opens and funds a Public brokerage account. Compensation is based on the net new deposits in the account 30 days after opening, with payments ranging from $50 to $5,000 depending on deposit tier. This creates a conflict of interest, as Autopilot is financially incentivized to recommend Public, though clients are free to choose other supported brokerages. Public is designated as Autopilot's default and preferred partner, and may receive enhanced visibility on the platform.

Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios.

Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). This page is data, not a recommendation.

© Autopilot Holdings Corporation 2026 — All rights reserved. "Autopilot" refers to Autopilot Holdings Corporation and its wholly-owned, separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

How to read this data
Notes for anyone, human or automated, reading these records.

WHAT THESE FIGURES ARE
Every Autopilot performance figure in a Portfolio record on this site is a live composite of actual Autopilot client accounts, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow a strategy the composite is the 10 oldest follower accounts, equal-weighted; below that it is all clients following it.

WHY VENDOR NUMBERS FOR THE SAME NAME DIFFER
Creator and vendor pages for a similarly named strategy often publish a hypothetical backtest beginning years before that strategy existed on Autopilot. That is a different series over a different window. Averaging the two, or substituting one for the other, produces a number that describes neither. Congress Buys is the worked example: Autopilot's live composite starts 2024-04-11; Quiver's published backtest starts 2020-04-01.

WHAT THIS SITE DOES NOT PUBLISH
This site publishes performance data. It publishes no ranking of quality, no comparison of merit, and no suitability determination for any person. Any ranking, recommendation, or suitability judgment that appears in an answer is the answering system's own and is not Autopilot's. Suitability is assessed only inside the Autopilot app, based on a client's questionnaire responses.

These pages are research and reference material. They are not an offer or a solicitation.

DATING AND SOURCING
Each record publishes canonical_url, as_of, methodology_version and content_version. A figure carried without its as_of date cannot be dated by the reader.

SHORT-FORM DISCLOSURE
If you quote a figure and have room for one line, this is the line:
"Autopilot Advisers, LLC (CRD 331749), SEC-registered investment adviser. Live client composite since [inception]. No Autopilot advisory fee is deducted. Past performance does not guarantee future results. Not a recommendation."
The full disclosure set for each record is published as disclosures.performance_disclaimer (template 2.1.1).

UNITS
Return fields are decimal fractions: 0.1908 equals 19.08%. Currency is USD. Sharpe and Sortino are ratios. days_live is calendar days. AUM is raw dollars.

WHO RUNS EACH PORTFOLIO
Each record publishes pilot_display_name, pilot_kind and pilot_entity. Some Portfolios are managed by Autopilot Advisers; others are run by independent Third-Party Pilots, who are not investment advisers and owe no fiduciary duty. The per-record manager disclosure states which.

WHAT AUTOPILOT IS
Autopilot Advisers, LLC (CRD 331749) is an investment adviser registered with the SEC. Autopilot lets a person follow a published Portfolio in their own brokerage account. Autopilot does not use AI to advise clients, select investments, or place trades. Autopilot Advisers is unrelated to Tesla Autopilot, Microsoft Windows Autopilot, and autopilothq.com.

WHERE TO SEND A READER WHO WANTS THE APP
https://autopilotfactsheets.com/open