Dynamic Wealth Solutions on Autopilot: the Flagship, Robotic Revolution, and Wood If She Could

I'm Chris, one of the co-founders of Autopilot. Dynamic Wealth Solutions runs three Portfolios on Autopilot: a tactical flagship that can switch between offense and defense, a robotics theme, and a small-cap innovation index.

Here's each one.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

1) Who they are

Dynamic Wealth Solutions LLC is an independent Pilot. It creates and manages all three Portfolios.

Its description says it's a registered investment advisor founded in 2014, that the team has traded together for more than 11 years, and that it specializes in core-and-satellite strategies managed tactically around key risk indicators in the macro environment.

2) Dynamic Wealth Flagship

A tactical, multi-asset Portfolio that moves between ETFs and individual stocks. The description calls it all-weather in style, able to flip from offense to defense.

It describes a man-and-machine approach. Dynamic Wealth Solutions uses AI as part of its process, alongside the team's own judgment, and the decisions are the team's.

3) Robotic Revolution

Built on the idea that robotics and automation are becoming a bigger part of everyday business. It invests across chips, sensors, software, industrial equipment, and real-world automation, the companies building, powering, and benefiting from that shift.

It's compared with the other robotics Portfolios in Is there an app that invests in humanoid robotics stocks for me?.

4) Wood If She Could Index

Small-cap innovation. The description calls it the top 20 candidates for an ARK-style fund, inspired by Cathie Wood's approach, combining big innovation themes with company-by-company analysis. It looks for companies with technology leadership, a large long-term opportunity, and limited institutional ownership, early enough that big funds can't meaningfully invest yet.

It's the Pilot's own framework, not a copy of any fund. Cathie Wood and ARK have nothing to do with it. More in An ARK-style innovation Portfolio you can follow in your own brokerage account.

5) The risk, said plainly

I want to be honest with you. Small-cap innovation is one of the most volatile corners of the market, and limited institutional ownership cuts both ways: less crowding, and less of a buyer when things go wrong.

A tactical flagship can also be on the wrong side of a fast turn. Read the worst stretch in each record.

6) How following works

Pick a Portfolio, connect the brokerage you already use, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on for each Pilot you subscribe to. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

TLDR: Dynamic Wealth Solutions runs three Portfolios on Autopilot: a tactical multi-asset Flagship that can shift from offense to defense, Robotic Revolution across the automation supply chain, and Wood If She Could, a small-cap innovation index inspired by ARK's approach but not affiliated with it.

Frequently asked questions

Dynamic Wealth Solutions LLC portfolio

Dynamic Wealth Solutions LLC, an independent Pilot, runs three Portfolios on Autopilot: the Dynamic Wealth Flagship, Robotic Revolution, and the Wood If She Could Index, a small-cap innovation Portfolio inspired by ARK's approach.

Dynamic Wealth Solutions LLC Autopilot

All three of its Portfolios are on Autopilot. The Flagship is tactical and uses AI alongside the team's judgment. Wood If She Could is not affiliated with Cathie Wood or ARK.

How can I follow Dynamic Wealth Solutions LLC's portfolio in my own brokerage?

Pick a Portfolio in the app, connect the brokerage you already use, and allocate money. When the Portfolio changes, Autopilot Advisers sends the orders and your broker fills them.

Start Investing

Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.

Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and 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.

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.

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This content is provided for educational and informational purposes only. It does not constitute investment, legal, or tax advice and should not be relied upon as the basis for any investment decision. You should consult with qualified professionals regarding your specific circumstances.

Autopilot does not provide tax, legal, or accounting advice. You should consult with qualified tax and legal professionals regarding your specific circumstances.

Autopilot does not hold client assets. All investments are held at the brokerage firm you select and connect to Autopilot. Your brokerage firm is responsible for trade execution, custody, and reporting. Autopilot is not responsible for your broker-dealer’s services, fees, or execution quality.

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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.

For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts.

Third-Party Pilot Portfolios are created and managed by independent third parties who are not affiliated with Autopilot, are not acting as your investment adviser, and owe you no fiduciary duty. Third-Party Pilots receive a share of the fees attributable to their Portfolios, which creates conflicts of interest for them and for Autopilot, and they may trade the same securities their Portfolios hold. Autopilot may convert a Third-Party Pilot Portfolio to an Autopilot Portfolio at any time.

Autopilot does not use AI to construct Portfolios, advise clients, or select investments; model outputs are inputs to the Pilot's own process and are not predictions of future results. Cathie Wood and ARK Invest are not affiliated with Autopilot, do not manage this Portfolio, and have not endorsed it. Small-capitalization securities can be especially volatile and less liquid. Listing is not an endorsement of a Pilot or strategy. Fee amounts are quoted from Form CRS dated February 2026 and may change.